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
1276
$3K ﹤0.01%
74
1277
$3K ﹤0.01%
57
1278
$3K ﹤0.01%
+160
1279
$3K ﹤0.01%
71
1280
$2K ﹤0.01%
20
1281
$2K ﹤0.01%
81
-132
1282
$2K ﹤0.01%
89
1283
$2K ﹤0.01%
66
1284
$2K ﹤0.01%
133
1285
$2K ﹤0.01%
25
1286
$2K ﹤0.01%
66
-349
1287
$2K ﹤0.01%
116
+1
1288
$2K ﹤0.01%
22
1289
$2K ﹤0.01%
19
-25
1290
$2K ﹤0.01%
19
1291
$2K ﹤0.01%
38
1292
$2K ﹤0.01%
33
1293
$2K ﹤0.01%
3
1294
$2K ﹤0.01%
35
+1
1295
$2K ﹤0.01%
+23
1296
$2K ﹤0.01%
150
1297
$2K ﹤0.01%
45
1298
$2K ﹤0.01%
100
1299
$2K ﹤0.01%
50
1300
$2K ﹤0.01%
14
50 51
52
53 54