CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
1301
$2K ﹤0.01%
66
1302
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1303
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25
1304
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1305
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60
-282
1306
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1307
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1308
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1309
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1310
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50
1311
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1312
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1313
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8
-20
1314
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86
-450
1315
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26
1316
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40
1317
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155
-1,270
1318
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1320
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1321
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1322
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33
1323
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3
1324
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35
+1
1325
$2K ﹤0.01%
+23
51 52
53
54 55