We are live on ! Find out more
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%
+40
1277
$3K ﹤0.01%
20
1278
$3K ﹤0.01%
57
1279
$3K ﹤0.01%
+160
1280
$2K ﹤0.01%
50
1281
$2K ﹤0.01%
86
1282
$2K ﹤0.01%
50
1283
$2K ﹤0.01%
66
1284
$2K ﹤0.01%
133
1285
$2K ﹤0.01%
25
1286
$2K ﹤0.01%
52
1287
$2K ﹤0.01%
60
-282
1288
$2K ﹤0.01%
200
1289
$2K ﹤0.01%
17
1290
$2K ﹤0.01%
11
1291
$2K ﹤0.01%
14
1292
$2K ﹤0.01%
50
1293
$2K ﹤0.01%
53
1294
$2K ﹤0.01%
18
1295
$2K ﹤0.01%
8
-20
1296
$2K ﹤0.01%
86
-450
1297
$2K ﹤0.01%
26
1298
$2K ﹤0.01%
40
1299
$2K ﹤0.01%
155
-1,270
1300
$2K ﹤0.01%
22
50 51
52
53 54