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
$54.7K﹤0.01% 1,460––
$54.6K﹤0.01% 688
+263
+62%
+$20.9K
$54.3K﹤0.01% 648
+4
+0.6%
+$335
$54.3K﹤0.01% 1,631
-654
-29%
-$21.8K
$54.2K﹤0.01% 1,490
+1
+0.1%
+$36
$54K﹤0.01% 886
+137
+18%
+$8.36K
$53.6K﹤0.01% 405
-279
-41%
-$36.9K
$53.5K﹤0.01% 169
-4
-2%
-$1.27K
$53.2K﹤0.01% 2,679––
$53.1K﹤0.01% 265
+2
+0.8%
+$401
$53.1K﹤0.01% 1,250––
$53.1K﹤0.01%
+3,387
 New
+$53.1K
$52.9K﹤0.01% 6,577
-82
-1%
-$659
$52.7K﹤0.01% 1,100––
$52.6K﹤0.01% 2,504
-743
-23%
-$15.6K
$52K﹤0.01% 710
+5
+0.7%
+$366
$51.3K﹤0.01%
+2,822
 New
+$51.3K
$50.7K﹤0.01% 920
+213
+30%
+$11.7K
$50.5K﹤0.01% 1,772––
$50.2K﹤0.01% 975
+38
+4%
+$1.96K
$50.1K﹤0.01% 450––
$50.1K﹤0.01% 2,603
-56
-2%
-$1.08K
$50K﹤0.01% 4,605––
$49.6K﹤0.01% 481
+34
+8%
+$3.51K
$49.6K﹤0.01% 1,293
-33
-2%
-$1.27K
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