CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
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 4.85%
2 Consumer Discretionary 3.28%
3 Financials 2.88%
4 Industrials 2.56%
5 Healthcare 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$429K 0.07%
6,109
+673
202
$422K 0.07%
9,898
+216
203
$419K 0.07%
4,810
204
$419K 0.07%
1,072
+17
205
$418K 0.07%
8,988
-2,508
206
$410K 0.07%
13,837
-600
207
$408K 0.07%
3,198
-9
208
$396K 0.07%
2,343
+64
209
$396K 0.07%
1,521
-52
210
$389K 0.06%
+4,393
211
$382K 0.06%
6,495
+1,131
212
$381K 0.06%
6,438
-206
213
$381K 0.06%
10,643
-3,492
214
$373K 0.06%
6,684
-4,613
215
$367K 0.06%
3,194
-40
216
$366K 0.06%
2,905
217
$366K 0.06%
4,667
+1,221
218
$350K 0.06%
7,774
+426
219
$349K 0.06%
1,688
+23
220
$344K 0.06%
24,282
-208
221
$342K 0.06%
3,124
-17
222
$342K 0.06%
1,384
+344
223
$337K 0.06%
3,048
+1,835
224
$335K 0.06%
11,967
+4,570
225
$334K 0.06%
962
+5
7 8
9
10 11