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
$13.7K﹤0.01% 283––
$13.7K﹤0.01% 313
-8
-2%
-$351
$13.7K﹤0.01% 1,154––
$13.7K﹤0.01% 642
-172
-21%
-$3.67K
$13.7K﹤0.01% 200––
$13.7K﹤0.01% 539––
$13.6K﹤0.01% 233
+8
+4%
+$466
$13.5K﹤0.01% 405
+15
+4%
+$498
$13.4K﹤0.01% 172
+45
+35%
+$3.5K
$13.4K﹤0.01% 116
+7
+6%
+$807
$13.3K﹤0.01% 175––
$13.3K﹤0.01% 195
+45
+30%
+$3.07K
$13.3K﹤0.01% 329
+2
+0.6%
+$81
$13.2K﹤0.01% 352
+12
+4%
+$450
$13.1K﹤0.01% 7––
$13K﹤0.01%
+394
 New
+$13K
$13K﹤0.01%
+258
 New
+$13K
$13K﹤0.01% 155
+5
+3%
+$419
$13K﹤0.01%
+500
 New
+$13K
$13K﹤0.01% 299
+3
+1%
+$130
$13K﹤0.01% 69––
$12.9K﹤0.01%
+500
 New
+$12.9K
$12.9K﹤0.01% 485
-247
-34%
-$6.55K
$12.9K﹤0.01% 101
+1
+1%
+$127
$12.7K﹤0.01% 102
+25
+32%
+$3.12K
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