CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
+$4.94M
2
+$3.79M
3
+$3.69M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$2.63M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.63M

Top Sells

1
+$6.79M
2
+$2M
3
+$1.13M
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
1151
$5K ﹤0.01%
54
1152
$5K ﹤0.01%
66
1153
$5K ﹤0.01%
49
1154
$5K ﹤0.01%
+800
1155
$5K ﹤0.01%
60
+40
1156
$5K ﹤0.01%
241
1157
$5K ﹤0.01%
+25
1158
$5K ﹤0.01%
150
1159
$5K ﹤0.01%
130
1160
$5K ﹤0.01%
80
1161
$5K ﹤0.01%
246
1162
$5K ﹤0.01%
200
1163
$5K ﹤0.01%
33
1164
$5K ﹤0.01%
132
1165
$5K ﹤0.01%
97
1166
$5K ﹤0.01%
86
1167
$5K ﹤0.01%
316
+4
1168
$5K ﹤0.01%
124
1169
$5K ﹤0.01%
89
1170
$5K ﹤0.01%
500
1171
$5K ﹤0.01%
200
-440
1172
$5K ﹤0.01%
109
1173
$5K ﹤0.01%
+550
1174
$4K ﹤0.01%
65
1175
$4K ﹤0.01%
86
+27
45 46
47
48 49