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
1151
$5K ﹤0.01%
144
1152
$5K ﹤0.01%
198
+1
1153
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1154
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1155
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1156
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1157
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1158
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1159
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1160
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42
1161
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1162
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1163
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1164
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1165
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1166
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316
+4
1167
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1168
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+800
1169
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1170
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500
1171
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200
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1172
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109
1173
$5K ﹤0.01%
+550
1174
$4K ﹤0.01%
65
1175
$4K ﹤0.01%
86
+27