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
1101
$7K ﹤0.01%
130
1102
$6K ﹤0.01%
115
1103
$6K ﹤0.01%
216
1104
$6K ﹤0.01%
59
1105
$6K ﹤0.01%
565
1106
$6K ﹤0.01%
32
1107
$6K ﹤0.01%
20
1108
$6K ﹤0.01%
39
-137
1109
$6K ﹤0.01%
19
1110
$6K ﹤0.01%
199
1111
$6K ﹤0.01%
116
1112
$6K ﹤0.01%
55
-80
1113
$6K ﹤0.01%
62
1114
$6K ﹤0.01%
75
1115
$6K ﹤0.01%
77
1116
$6K ﹤0.01%
110
1117
$6K ﹤0.01%
396
1118
$6K ﹤0.01%
32
1119
$6K ﹤0.01%
123
1120
$6K ﹤0.01%
111
1121
$6K ﹤0.01%
95
1122
$6K ﹤0.01%
167
1123
$6K ﹤0.01%
67
1124
$6K ﹤0.01%
159
-5
1125
$6K ﹤0.01%
104
43 44
45
46 47