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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
1451
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-200
1452
– –
-1,110
1453
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1454
– –
-500
1455
$0 ﹤0.01%
22
1456
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-450
1457
$0 ﹤0.01%
20
1458
– –
-20
1459
– –
-100
1460
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1461
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1462
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-2,000
1463
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-251
1464
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-3
1465
– –
-180
1466
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-1
1467
– –
-1,800
1468
$0 ﹤0.01%
3
1469
$0 ﹤0.01%
2
1470
$0 ﹤0.01%
3
1471
– –
-50
1472
– –
-58
1473
– –
-153
1474
– –
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1475
– –
-500
56 57 58
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