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
1251
$3K ﹤0.01%
45
1252
$3K ﹤0.01%
135
1253
$3K ﹤0.01%
80
1254
$3K ﹤0.01%
25
1255
$3K ﹤0.01%
7
1256
$3K ﹤0.01%
8
1257
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14
1258
$3K ﹤0.01%
145
1259
$3K ﹤0.01%
+124
1260
$3K ﹤0.01%
30
1261
$3K ﹤0.01%
79
-7
1262
$3K ﹤0.01%
100
1263
$3K ﹤0.01%
7
1264
$3K ﹤0.01%
51
1265
$3K ﹤0.01%
111
1266
$3K ﹤0.01%
24
1267
$3K ﹤0.01%
57
1268
$3K ﹤0.01%
19
-5
1269
$3K ﹤0.01%
533
1270
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15
1271
$3K ﹤0.01%
64
-46
1272
$3K ﹤0.01%
64
1273
$3K ﹤0.01%
65
1274
$3K ﹤0.01%
50
1275
$3K ﹤0.01%
6
49 50
51
52 53