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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
+$4.94M
2
+$3.79M
3
+$3.69M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$2.63M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.63M

Top Sells

1
+$6.79M
2
+$2M
3
+$1.13M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$684K
5
PAYX icon
Paychex
PAYX
+$524K

Sector Composition

1 Technology 4.84%
2 Consumer Discretionary 3.28%
3 Financials 2.89%
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%
34
1227
$4K ﹤0.01%
39
1228
$3K ﹤0.01%
29
1229
$3K ﹤0.01%
275
1230
$3K ﹤0.01%
11
1231
$3K ﹤0.01%
26
1232
$3K ﹤0.01%
38
1233
$3K ﹤0.01%
35
1234
$3K ﹤0.01%
76
+4
1235
$3K ﹤0.01%
125
-25
1236
$3K ﹤0.01%
8
1237
$3K ﹤0.01%
14
1238
$3K ﹤0.01%
145
1239
$3K ﹤0.01%
+124
1240
$3K ﹤0.01%
30
1241
$3K ﹤0.01%
79
-7
1242
$3K ﹤0.01%
100
1243
$3K ﹤0.01%
7
1244
$3K ﹤0.01%
51
1245
$3K ﹤0.01%
111
1246
$3K ﹤0.01%
24
1247
$3K ﹤0.01%
57
1248
$3K ﹤0.01%
19
-5
1249
$3K ﹤0.01%
533
1250
$3K ﹤0.01%
15
48 49
50
51 52