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
1276
$3K ﹤0.01%
74
1277
$3K ﹤0.01%
57
1278
$3K ﹤0.01%
+160
1279
$3K ﹤0.01%
71
1280
$2K ﹤0.01%
45
1281
$2K ﹤0.01%
100
1282
$2K ﹤0.01%
50
1283
$2K ﹤0.01%
117
1284
$2K ﹤0.01%
2,000
1285
$2K ﹤0.01%
+5
1286
$2K ﹤0.01%
52
1287
$2K ﹤0.01%
7
1288
$2K ﹤0.01%
66
1289
$2K ﹤0.01%
10
1290
$2K ﹤0.01%
56
1291
$2K ﹤0.01%
39
1292
$2K ﹤0.01%
51
1293
$2K ﹤0.01%
69
1294
$2K ﹤0.01%
13
1295
$2K ﹤0.01%
26
1296
$2K ﹤0.01%
16
1297
$2K ﹤0.01%
37
1298
$2K ﹤0.01%
11
1299
$2K ﹤0.01%
31
1300
$2K ﹤0.01%
40
50 51
52
53 54