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
$12.7K﹤0.01% 500––
$12.5K﹤0.01% 365
+5
+1%
+$171
$12.5K﹤0.01% 84
+25
+42%
+$3.71K
$12.4K﹤0.01%
+246
 New
+$12.4K
$12.3K﹤0.01% 2,363––
$12.3K﹤0.01% 348
+318
+1,060%
+$11.2K
$12.3K﹤0.01% 291
+192
+194%
+$8.1K
$12.3K﹤0.01% 320
+114
+55%
+$4.37K
$12.3K﹤0.01% 583
+372
+176%
+$7.82K
$12.2K﹤0.01% 67
+30
+81%
+$5.48K
$12.2K﹤0.01% 125––
$12.2K﹤0.01% 1,225––
$12.2K﹤0.01% 265
+200
+308%
+$9.19K
$12.1K﹤0.01% 146
+1
+0.7%
+$83
$12K﹤0.01% 104––
$11.9K﹤0.01% 213
+2
+1%
+$112
$11.9K﹤0.01% 667
+353
+112%
+$6.31K
$11.8K﹤0.01% 103
+2
+2%
+$230
$11.8K﹤0.01% 250––
$11.8K﹤0.01%
+364
 New
+$11.8K
$11.8K﹤0.01% 155
+5
+3%
+$379
$11.7K﹤0.01% 110
+36
+49%
+$3.82K
$11.6K﹤0.01% 255––
$11.6K﹤0.01% 1,700––
$11.5K﹤0.01% 144
-20
-12%
-$1.6K
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