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
$174M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 3.36%
2 Financials 3.19%
3 Technology 2.89%
4 Consumer Staples 2.57%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$1K ﹤0.01%
+154
677
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7
678
$1K ﹤0.01%
56
679
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11
680
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10
681
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12
682
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16
683
$1K ﹤0.01%
9
684
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21
685
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25
686
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12
687
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17
688
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20
689
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7
690
$1K ﹤0.01%
68
691
$1K ﹤0.01%
25
+2
692
$1K ﹤0.01%
+38
693
$1K ﹤0.01%
50
694
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123
695
$1K ﹤0.01%
+18
696
$1K ﹤0.01%
46
697
$1K ﹤0.01%
300
698
$1K ﹤0.01%
22
+2
699
$1K ﹤0.01%
28
700
$1K ﹤0.01%
18