Portfolio (Quarterly)
Guide ↗
CREATIVE FINANCIAL DESIGNS INC /ADV
· CIK 0000819864| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | CSGP | COSTAR GROUP INC COM | Real Estate | 5 | $336.0 | — | SOLD |
| 62 | AAP | ADVANCE AUTO PARTS INC COM | Consumer Cyclical | 8 | $334.0 | — | SOLD |
| 63 | FUTU | FUTU HLDGS LTD SPON ADS CL A | Financial Services | 2 | $328.0 | — | SOLD |
| 64 | TPG | TPG INC COM CL A | Financial Services | 5 | $319.0 | — | SOLD |
| 65 | — | RB GLOBAL INC COM | — | 3 | $309.0 | — | SOLD |
| 66 | NWSA | NEWS CORP NEW CL A | Communication Services | 10 | $261.0 | — | SOLD |
| 67 | — | SYNOVUS FINL CORP COM NEW | — | 5 | $250.0 | — | SOLD |
| 68 | CAE | CAE INC COM | Industrials | 8 | $243.0 | — | SOLD |
| 69 | ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | Technology | 1 | $243.0 | — | SOLD |
| 70 | AEVA | AEVA TECHNOLOGIES INC COM NEW | Consumer Cyclical | 18 | $239.0 | — | SOLD |
| 71 | OTEX | OPEN TEXT CORP COM | Technology | 7 | $228.0 | — | SOLD |
| 72 | U | UNITY SOFTWARE INC COM | Technology | 5 | $221.0 | — | SOLD |
| 73 | GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | Industrials | 5 | $215.0 | — | SOLD |
| 74 | LULU | LULULEMON ATHLETICA INC COM | Consumer Cyclical | 1 | $208.0 | — | SOLD |
| 75 | SBAC | SBA COMMUNICATIONS CORP NEW CL A | Real Estate | 1 | $193.0 | — | SOLD |
| 76 | MKTX | MARKETAXESS HLDGS INC COM | Financial Services | 1 | $181.0 | — | SOLD |
| 77 | DV | DOUBLEVERIFY HLDGS INC COM | Technology | 15 | $172.0 | — | SOLD |
| 78 | FLO | FLOWERS FOODS INC COM | Consumer Defensive | 15 | $163.0 | — | SOLD |
| 79 | GTM | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | Technology | 15 | $153.0 | — | SOLD |
| 80 | COTY | COTY INC COM CL A | Consumer Defensive | 45 | $139.0 | — | SOLD |
Sector Allocation
Technology
23.2%
Financial Services
16.9%
Healthcare
12.3%
Consumer Cyclical
11.5%
Industrials
9.3%
Energy
6.0%
Consumer Defensive
5.2%
Communication Services
5.1%
Utilities
4.0%
Basic Materials
3.3%