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
1326
$2K ﹤0.01%
3
1327
$2K ﹤0.01%
35
+1
1328
$2K ﹤0.01%
+23
1329
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150
1330
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66
-349
1331
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116
+1
1332
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20
1333
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14
1334
$2K ﹤0.01%
90
1335
$2K ﹤0.01%
+9
1336
$2K ﹤0.01%
50
1337
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1338
$2K ﹤0.01%
50
1339
$1K ﹤0.01%
69
1340
$1K ﹤0.01%
23
1341
$1K ﹤0.01%
50
1342
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1343
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1344
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20
1345
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15
1346
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53
1347
$1K ﹤0.01%
7
-10
1348
$1K ﹤0.01%
27
-5
1349
$1K ﹤0.01%
12
1350
$1K ﹤0.01%
60
52 53
54
55 56