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
1126
$6K ﹤0.01%
+85
1127
$6K ﹤0.01%
270
+10
1128
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102
1129
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+131
1130
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290
1131
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35
1132
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14
1133
$6K ﹤0.01%
268
1134
$6K ﹤0.01%
69
1135
$6K ﹤0.01%
52
1136
$6K ﹤0.01%
1,699
1137
$6K ﹤0.01%
405
+1
1138
$6K ﹤0.01%
+17
1139
$6K ﹤0.01%
177
1140
$6K ﹤0.01%
100
1141
$5K ﹤0.01%
60
+40
1142
$5K ﹤0.01%
241
1143
$5K ﹤0.01%
+25
1144
$5K ﹤0.01%
150
1145
$5K ﹤0.01%
130
1146
$5K ﹤0.01%
80
1147
$5K ﹤0.01%
246
1148
$5K ﹤0.01%
200
1149
$5K ﹤0.01%
33
1150
$5K ﹤0.01%
132