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
$2.96K﹤0.01% 21
+1
+5%
+$141
$2.95K﹤0.01% 35
+11
+46%
+$928
$2.92K﹤0.01% 117
+66
+129%
+$1.65K
$2.91K﹤0.01% 167––
$2.9K﹤0.01% 35––
$2.89K﹤0.01% 46
-1
-2%
-$63
$2.88K﹤0.01% 37––
$2.84K﹤0.01%
+59
 New
+$2.84K
$2.84K﹤0.01% 117––
$2.84K﹤0.01% 45
+11
+32%
+$693
$2.81K﹤0.01%
+13
 New
+$2.81K
$2.8K﹤0.01% 100––
$2.79K﹤0.01% 54––
$2.78K﹤0.01% 68
+5
+8%
+$205
$2.75K﹤0.01%
+88
 New
+$2.75K
$2.73K﹤0.01% 45
+2
+5%
+$121
$2.73K﹤0.01% 27––
$2.7K﹤0.01% 55––
$2.7K﹤0.01%
+24
 New
+$2.7K
$2.69K﹤0.01%
+4
 New
+$2.69K
$2.67K﹤0.01%
+42
 New
+$2.67K
$2.62K﹤0.01% 79––
$2.62K﹤0.01% 116
+16
+16%
+$361
$2.6K﹤0.01% 25––
$2.6K﹤0.01% 200––
1 636465666786