CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
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 4.84%
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
1326
$2K ﹤0.01%
50
1327
$2K ﹤0.01%
14
1328
$2K ﹤0.01%
90
1329
$2K ﹤0.01%
50
1330
$2K ﹤0.01%
86
1331
$2K ﹤0.01%
50
1332
$2K ﹤0.01%
+9
1333
$2K ﹤0.01%
52
1334
$2K ﹤0.01%
7
1335
$2K ﹤0.01%
66
1336
$2K ﹤0.01%
10
1337
$2K ﹤0.01%
83
1338
$2K ﹤0.01%
39
1339
$1K ﹤0.01%
16
1340
$1K ﹤0.01%
55
1341
$1K ﹤0.01%
20
1342
$1K ﹤0.01%
15
1343
$1K ﹤0.01%
53
1344
$1K ﹤0.01%
7
-10
1345
$1K ﹤0.01%
27
-5
1346
$1K ﹤0.01%
12
1347
$1K ﹤0.01%
60
1348
$1K ﹤0.01%
36
1349
$1K ﹤0.01%
7
1350
$1K ﹤0.01%
64
52 53
54
55 56