CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
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 Buys

1
+$4.9M
2
+$3.76M
3
+$3.66M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$2.57M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.59M

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 4.84%
2 Consumer Discretionary 3.28%
3 Financials 2.89%
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%
1,000
1027
$9K ﹤0.01%
138
1028
$9K ﹤0.01%
167
1029
$9K ﹤0.01%
11
+9
1030
$9K ﹤0.01%
189
1031
$9K ﹤0.01%
52
+1
1032
$9K ﹤0.01%
87
+68
1033
$9K ﹤0.01%
+298
1034
$9K ﹤0.01%
33
1035
$9K ﹤0.01%
500
1036
$9K ﹤0.01%
988
1037
$9K ﹤0.01%
90
1038
$9K ﹤0.01%
405
+2
1039
$9K ﹤0.01%
105
1040
$9K ﹤0.01%
211
1041
$9K ﹤0.01%
274
1042
$9K ﹤0.01%
178
1043
$9K ﹤0.01%
650
1044
$9K ﹤0.01%
81
1045
$9K ﹤0.01%
+174
1046
$8K ﹤0.01%
+100
1047
$8K ﹤0.01%
327
1048
$8K ﹤0.01%
892
1049
$8K ﹤0.01%
550
1050
$8K ﹤0.01%
308
-499
40 41
42
43 44