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
$167M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Sector Composition

1 Financials 2.91%
2 Industrials 2.88%
3 Technology 2.85%
4 Healthcare 2.4%
5 Consumer Discretionary 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$1K ﹤0.01%
31
527
$1K ﹤0.01%
+2
528
$1K ﹤0.01%
25
529
$1K ﹤0.01%
45
530
$1K ﹤0.01%
+30
531
$1K ﹤0.01%
50
532
$1K ﹤0.01%
123
533
$1K ﹤0.01%
+5
534
$1K ﹤0.01%
13
-10
535
$1K ﹤0.01%
+13
536
$1K ﹤0.01%
+4
537
$1K ﹤0.01%
+3
538
$1K ﹤0.01%
18
539
$1K ﹤0.01%
+17
540
$1K ﹤0.01%
100
541
$1K ﹤0.01%
+12
542
$1K ﹤0.01%
10
543
$1K ﹤0.01%
+9
544
$1K ﹤0.01%
+19
545
$1K ﹤0.01%
17
546
$1K ﹤0.01%
+16
547
$1K ﹤0.01%
15
548
$1K ﹤0.01%
304
549
$1K ﹤0.01%
180
550
-26