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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
1426
– –
0
1427
– –
-2,195
1428
$0 ﹤0.01%
12
1429
$0 ﹤0.01%
5
-1,000
1430
– –
-283
1431
– –
-706
1432
– –
-350
1433
– –
-350
1434
– –
-125
1435
– –
-100
1436
– –
-10
1437
– –
-74
1438
– –
-1,550
1439
$0 ﹤0.01%
7
1440
– –
-2,030
1441
– –
-130
1442
– –
-46
1443
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0
1444
– –
-250
1445
– –
-863
1446
– –
-100
1447
– –
-100
1448
– –
-350
1449
$0 ﹤0.01%
15
1450
$0 ﹤0.01%
304
56 57
58
59 60