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
1201
$4K ﹤0.01%
15
1202
$4K ﹤0.01%
73
1203
$4K ﹤0.01%
190
-3,323
1204
$4K ﹤0.01%
104
1205
$4K ﹤0.01%
603
1206
$4K ﹤0.01%
75
1207
$4K ﹤0.01%
95
1208
$4K ﹤0.01%
60
1209
$4K ﹤0.01%
576
1210
$4K ﹤0.01%
52
1211
$4K ﹤0.01%
16
+5
1212
$4K ﹤0.01%
25
-10
1213
$4K ﹤0.01%
135
+8
1214
$4K ﹤0.01%
61
1215
$4K ﹤0.01%
29
1216
$4K ﹤0.01%
14
1217
$4K ﹤0.01%
40
1218
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1219
$4K ﹤0.01%
34
1220
$4K ﹤0.01%
50
1221
$4K ﹤0.01%
16
1222
$4K ﹤0.01%
25
1223
$4K ﹤0.01%
647
-7,712
1224
$4K ﹤0.01%
100
1225
$4K ﹤0.01%
91
47 48
49
50 51