CFD
Creative Financial Designs Portfolio holdings
AUM $1.25B
AUM
$1.25B
AUM Growth
+$22M (+2%)
Cap. Flow
+$45.7M
Cap. Flow % of AUM
3.65%
Top 10 Holdings %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
| 1 | Technology | 4.58% |
| 2 | Healthcare | 2.57% |
| 3 | Consumer Discretionary | 2.27% |
| 4 | Industrials | 2.23% |
| 5 | Financials | 1.85% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.59K | 0% | 96 | – | – | |||
| $2.58K | 0% | 26 | – | – | |||
| $2.57K | 0% | 1,200 -70 | -6% | -$150 | |||
| $2.56K | 0% | 228 | New | +$2.56K | |||
| $2.53K | 0% | 122 | – | – | |||
| $2.49K | 0% | 101 | New | +$2.49K | |||
| $2.47K | 0% | 48 -285 | -86% | -$14.7K | |||
| $2.45K | 0% | 90 +50 | +125% | +$1.36K | |||
| $2.44K | 0% | 249 | New | +$2.44K | |||
| $2.39K | 0% | 34 | New | +$2.39K | |||
| $2.38K | 0% | 95 | New | +$2.38K | |||
| $2.38K | 0% | 83 | New | +$2.38K | |||
| $2.38K | 0% | 12 | New | +$2.38K | |||
| $2.36K | 0% | 45 | – | – | |||
| $2.35K | 0% | 54 -151 | -74% | -$6.58K | |||
| $2.35K | 0% | 29 -111 | -79% | -$9.01K | |||
| $2.35K | 0% | 35 | New | +$2.35K | |||
| $2.34K | 0% | 92 | New | +$2.34K | |||
| $2.34K | 0% | 29 | New | +$2.34K | |||
| $2.27K | 0% | 80 | New | +$2.27K | |||
| $2.27K | 0% | 44 | New | +$2.27K | |||
| $2.26K | 0% | 312 +262 | +524% | +$1.9K | |||
| $2.26K | 0% | 15 | New | +$2.26K | |||
| $2.2K | 0% | 75 | New | +$2.2K | |||
| $2.17K | 0% | 24 +6 | +33% | +$541 |
