CFD

Creative Financial Designs Portfolio holdings

AUM $1.25B
This Quarter Return
-1.28%
1 Year Return
+5.32%
3 Year Return
+15.59%
5 Year Return
+76.24%
10 Year Return
–
AUM
$1.25B
AUM Growth
+$22M
Cap. Flow
+$44.6M
Cap. Flow %
3.56%
Top 10 Hldgs %
24.95%
Holding
2,145
New
348
Increased
719
Reduced
516
Closed
86

Top Buys

1
$6.68M
2
$3.77M
3
$3.42M
4
$2.39M
5
$2.36M

Top Sells

1
$5.08M
2
$3.98M
3
$1.86M
4
$1.49M
5
$1.33M

Sector Composition

1Technology4.58%
2Healthcare2.57%
3Consumer Discretionary2.27%
4Industrials2.23%
5Financials1.85%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$98K0.01% 3,020
+3,013
+43,043%
+$97.8K
$97.7K0.01% 4,868
+4,172
+599%
+$83.7K
$97.6K0.01% 896
+890
+14,833%
+$97K
$97K0.01% 1,940
+864
+80%
+$43.2K
$96.3K0.01% 3,084
+10
+0.3%
+$312
$96.2K0.01% 1,939
-820
-30%
-$40.7K
$96.1K0.01% 1,656
-210
-11%
-$12.2K
$94.9K0.01%
+11,943
 New
+$94.9K
$94.9K0.01% 2,896
-10,592
-79%
-$347K
$94.4K0.01% 1,848––
$93.9K0.01% 301
+28
+10%
+$8.74K
$93.6K0.01% 1,027
+570
+125%
+$52K
$93.3K0.01% 570
-120
-17%
-$19.6K
$92.8K0.01% 345
+34
+11%
+$9.14K
$92.7K0.01% 714
+601
+532%
+$78K
$91.7K0.01% 2,904
+11
+0.4%
+$347
$91.5K0.01% 701
+1
+0.1%
+$131
$90.8K0.01% 802
-53
-6%
-$6K
$90.5K0.01% 7,273
-630
-8%
-$7.84K
$90.1K0.01%
+1,956
 New
+$90.1K
$90.1K0.01% 2,661
-230
-8%
-$7.79K
$89.9K0.01% 1,170
+140
+14%
+$10.8K
$89.3K0.01% 583
+44
+8%
+$6.74K
$89.1K0.01% 183
+7
+4%
+$3.41K
$89K0.01% 3,775
+275
+8%
+$6.48K
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