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
$58.7K﹤0.01% 334
+28
+9%
+$4.92K
$58.5K﹤0.01% 13,391
+217
+2%
+$948
$58.5K﹤0.01% 1,340
+1,204
+885%
+$52.5K
$57.8K﹤0.01% 7,119
-1,198
-14%
-$9.73K
$57.8K﹤0.01% 450––
$57.6K﹤0.01% 2,228
+10
+0.5%
+$258
$57.5K﹤0.01% 2,015
+10
+0.5%
+$285
$57.4K﹤0.01% 2,720
+270
+11%
+$5.7K
$57.4K﹤0.01% 1,500––
$57.1K﹤0.01% 1,237
-23
-2%
-$1.06K
$56.8K﹤0.01%
+2,328
 New
+$56.8K
$56.8K﹤0.01% 750––
$56.6K﹤0.01% 496––
$56.6K﹤0.01% 946
-27
-3%
-$1.61K
$56.3K﹤0.01% 385
+26
+7%
+$3.8K
$56K﹤0.01% 329
-45
-12%
-$7.66K
$56K﹤0.01% 1,690
+1,457
+625%
+$48.2K
$55.9K﹤0.01% 775––
$55.8K﹤0.01% 197
+79
+67%
+$22.4K
$55.5K﹤0.01% 108
+1
+0.9%
+$514
$55.5K﹤0.01% 3,468
+30
+0.9%
+$480
$55.4K﹤0.01% 1,922
-46
-2%
-$1.33K
$55.2K﹤0.01%
+1,800
 New
+$55.2K
$55.1K﹤0.01% 922
+614
+199%
+$36.7K
$54.8K﹤0.01% 1,683
+18
+1%
+$586
1 303132333486