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
$30.3K﹤0.01% 172
-2
-1%
-$353
$30.2K﹤0.01% 626––
$30.2K﹤0.01% 290
+21
+8%
+$2.19K
$29.9K﹤0.01% 2,000––
$29.8K﹤0.01% 600––
$29.7K﹤0.01% 200––
$29.6K﹤0.01% 780
+502
+181%
+$19.1K
$29.6K﹤0.01% 843
-31
-4%
-$1.09K
$29.4K﹤0.01% 1,505––
$29.4K﹤0.01% 466
+45
+11%
+$2.84K
$29.3K﹤0.01% 748––
$29.3K﹤0.01% 186
+58
+45%
+$9.15K
$29.3K﹤0.01% 109
+66
+153%
+$17.7K
$29.2K﹤0.01% 403
+186
+86%
+$13.5K
$28.7K﹤0.01%
+800
 New
+$28.7K
$28.6K﹤0.01% 258
+8
+3%
+$888
$28.5K﹤0.01% 543
+500
+1,163%
+$26.3K
$28.5K﹤0.01% 458
-95
-17%
-$5.91K
$28.5K﹤0.01% 112
+22
+24%
+$5.6K
$28.4K﹤0.01% 733
+120
+20%
+$4.65K
$27.8K﹤0.01% 2,207
+43
+2%
+$542
$27.7K﹤0.01% 520
+89
+21%
+$4.75K
$27.6K﹤0.01% 109
+1
+0.9%
+$254
$27.6K﹤0.01% 477––
$27.6K﹤0.01% 1,183
-828
-41%
-$19.3K
1 383940414286