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
101
$1.25M 0.21%
23,679
+2,412
102
$1.21M 0.2%
32,039
+5,693
103
$1.2M 0.2%
8,870
+50
104
$1.18M 0.2%
7,703
+82
105
$1.18M 0.19%
13,861
+1,447
106
$1.15M 0.19%
15,002
-2,085
107
$1.14M 0.19%
33,402
+3,061
108
$1.12M 0.19%
62,395
+6,829
109
$1.09M 0.18%
21,360
+1,375
110
$1.08M 0.18%
4,670
-238
111
$1.07M 0.18%
17,216
+1,396
112
$1.05M 0.17%
10,007
+770
113
$1.04M 0.17%
6,967
-110
114
$1.02M 0.17%
10,489
+1,919
115
$1.02M 0.17%
18,899
+558
116
$1M 0.17%
8,013
+520
117
$992K 0.16%
3,659
+255
118
$990K 0.16%
9,759
-360
119
$986K 0.16%
5,135
+420
120
$980K 0.16%
19,632
+45
121
$969K 0.16%
7,245
+1,423
122
$968K 0.16%
16,997
+3,402
123
$956K 0.16%
6,310
-48
124
$952K 0.16%
9,681
+990
125
$948K 0.16%
17,815
+2,658
3 4
5
6 7