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
$2.59K﹤0.01% 96––
$2.58K﹤0.01% 26––
$2.57K﹤0.01% 1,200
-70
-6%
-$150
$2.56K﹤0.01%
+228
 New
+$2.56K
$2.53K﹤0.01% 122––
$2.49K﹤0.01%
+101
 New
+$2.49K
$2.47K﹤0.01% 48
-285
-86%
-$14.7K
$2.45K﹤0.01% 90
+50
+125%
+$1.36K
$2.44K﹤0.01%
+249
 New
+$2.44K
$2.39K﹤0.01%
+34
 New
+$2.39K
$2.38K﹤0.01%
+95
 New
+$2.38K
$2.38K﹤0.01%
+83
 New
+$2.38K
$2.38K﹤0.01%
+12
 New
+$2.38K
$2.36K﹤0.01% 45––
$2.35K﹤0.01% 54
-151
-74%
-$6.58K
$2.35K﹤0.01% 29
-111
-79%
-$9.01K
$2.35K﹤0.01%
+35
 New
+$2.35K
$2.34K﹤0.01%
+92
 New
+$2.34K
$2.34K﹤0.01%
+29
 New
+$2.34K
$2.27K﹤0.01%
+80
 New
+$2.27K
$2.27K﹤0.01%
+44
 New
+$2.27K
$2.26K﹤0.01% 312
+262
+524%
+$1.9K
$2.26K﹤0.01%
+15
 New
+$2.26K
$2.2K﹤0.01%
+75
 New
+$2.2K
$2.17K﹤0.01% 24
+6
+33%
+$541
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