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 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 4.85%
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
1076
$8K ﹤0.01%
550
1077
$8K ﹤0.01%
194
1078
$7K ﹤0.01%
196
1079
$7K ﹤0.01%
133
1080
$7K ﹤0.01%
50
1081
$7K ﹤0.01%
300
-100
1082
$7K ﹤0.01%
464
1083
$7K ﹤0.01%
39
1084
$7K ﹤0.01%
10
1085
$7K ﹤0.01%
234
1086
$7K ﹤0.01%
25
1087
$7K ﹤0.01%
+97
1088
$7K ﹤0.01%
250
1089
$7K ﹤0.01%
5
1090
$7K ﹤0.01%
65
1091
$7K ﹤0.01%
100
+56
1092
$7K ﹤0.01%
+500
1093
$7K ﹤0.01%
32
1094
$7K ﹤0.01%
230
1095
$7K ﹤0.01%
30
1096
$7K ﹤0.01%
300
-1,609
1097
$7K ﹤0.01%
113
1098
$7K ﹤0.01%
260
-1,700
1099
$7K ﹤0.01%
96
1100
$7K ﹤0.01%
11
42 43
44
45 46