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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
1476
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1477
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-308
1478
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-1,842
1479
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-120
1480
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-1,200
1481
– –
-10,164
1482
$0 ﹤0.01%
15
1483
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-82
1484
– –
-362
1485
$0 ﹤0.01%
1
1486
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-200
1487
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-500
1488
– –
0
1489
– –
-400
1490
– –
-300
56 57 58 59
60