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
1051
$8K ﹤0.01%
+158
1052
$8K ﹤0.01%
102
1053
$8K ﹤0.01%
400
1054
$8K ﹤0.01%
100
1055
$8K ﹤0.01%
121
1056
$8K ﹤0.01%
252
+19
1057
$8K ﹤0.01%
623
1058
$8K ﹤0.01%
380
1059
$8K ﹤0.01%
40
1060
$8K ﹤0.01%
+735
1061
$8K ﹤0.01%
1,000
1062
$8K ﹤0.01%
+56
1063
$8K ﹤0.01%
92
1064
$8K ﹤0.01%
150
1065
$8K ﹤0.01%
75
1066
$8K ﹤0.01%
219
1067
$8K ﹤0.01%
89
1068
$8K ﹤0.01%
297
1069
$8K ﹤0.01%
100
1070
$8K ﹤0.01%
+588
1071
$8K ﹤0.01%
561
+267
1072
$8K ﹤0.01%
21
1073
$8K ﹤0.01%
194
1074
$8K ﹤0.01%
+100
1075
$8K ﹤0.01%
327
41 42
43
44 45