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
1176
$4K ﹤0.01%
32
1177
$4K ﹤0.01%
14
1178
$4K ﹤0.01%
200
1179
$4K ﹤0.01%
49
1180
$4K ﹤0.01%
59
1181
$4K ﹤0.01%
78
1182
$4K ﹤0.01%
41
1183
$4K ﹤0.01%
48
1184
$4K ﹤0.01%
97
1185
$4K ﹤0.01%
+87
1186
$4K ﹤0.01%
62
1187
$4K ﹤0.01%
80
1188
$4K ﹤0.01%
31
1189
$4K ﹤0.01%
110
1190
$4K ﹤0.01%
16
1191
$4K ﹤0.01%
435
+300
1192
$4K ﹤0.01%
77
1193
$4K ﹤0.01%
34
1194
$4K ﹤0.01%
39
1195
$4K ﹤0.01%
23
1196
$4K ﹤0.01%
105
1197
$4K ﹤0.01%
61
1198
$4K ﹤0.01%
22
1199
$4K ﹤0.01%
200
1200
$4K ﹤0.01%
80
46 47
48
49 50