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
1226
$4K ﹤0.01%
33
1227
$4K ﹤0.01%
+163
1228
$3K ﹤0.01%
119
1229
$3K ﹤0.01%
153
+1
1230
$3K ﹤0.01%
23
1231
$3K ﹤0.01%
71
1232
$3K ﹤0.01%
20
1233
$3K ﹤0.01%
28
1234
$3K ﹤0.01%
14
1235
$3K ﹤0.01%
300
1236
$3K ﹤0.01%
67
1237
$3K ﹤0.01%
+400
1238
$3K ﹤0.01%
155
1239
$3K ﹤0.01%
28
-40
1240
$3K ﹤0.01%
29
1241
$3K ﹤0.01%
20
1242
$3K ﹤0.01%
+40
1243
$3K ﹤0.01%
275
1244
$3K ﹤0.01%
11
1245
$3K ﹤0.01%
26
1246
$3K ﹤0.01%
38
1247
$3K ﹤0.01%
35
1248
$3K ﹤0.01%
76
+4
1249
$3K ﹤0.01%
125
-25
1250
$3K ﹤0.01%
709
48 49
50
51 52