CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$604M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,491
New
Increased
Reduced
Closed

Top Sells

1 +$6.7M
2 +$1.96M
3 +$1.11M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$684K
5
PAYX icon
Paychex
PAYX
+$524K

Sector Composition

1 Technology 4.85%
2 Consumer Discretionary 3.28%
3 Financials 2.88%
4 Industrials 2.56%
5 Healthcare 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$9K ﹤0.01%
+174
1027
$9K ﹤0.01%
1,000
1028
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138
1029
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1030
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11
+9
1031
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1032
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500
1033
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988
1034
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52
+1
1035
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87
+68
1036
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+298
1037
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90
1039
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405
+2
1040
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105
1041
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1042
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1043
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1044
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1045
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1046
$8K ﹤0.01%
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1047
$8K ﹤0.01%
308
-499
1048
$8K ﹤0.01%
94
1049
$8K ﹤0.01%
216
1050
$8K ﹤0.01%
+100