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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
1401
– –
-150
1402
– –
-234
1403
– –
-28
1404
– –
-30
1405
– –
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1406
– –
-200
1407
– –
-181
1408
$0 ﹤0.01%
+7
1409
– –
-1,000
1410
– –
-158
1411
– –
-30
1412
– –
-89
1413
$0 ﹤0.01%
4
1414
– –
-197
1415
– –
-320
1416
– –
-30
1417
– –
-400
1418
– –
-550
1419
– –
-100
1420
– –
-100
1421
– –
-8
1422
– –
-450
1423
$0 ﹤0.01%
1
1424
– –
-250
1425
– –
-145
55 56
57
58 59