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
1376
$1K ﹤0.01%
50
1377
$1K ﹤0.01%
32
1378
$1K ﹤0.01%
10
1379
$1K ﹤0.01%
+56
1380
$1K ﹤0.01%
5
1381
$1K ﹤0.01%
+40
1382
$1K ﹤0.01%
20
1383
– –
-50
1384
– –
-58
1385
$0 ﹤0.01%
1
1386
– –
-200
1387
– –
-500
1388
– –
0
1389
– –
-153
1390
– –
-900
1391
– –
-485
1392
$0 ﹤0.01%
3
-20
1393
$0 ﹤0.01%
10
1394
– –
-100
1395
$0 ﹤0.01%
2
1396
– –
-125
1397
– –
-279
1398
– –
-6
1399
– –
-255
1400
– –
-332
54 55
56
57 58