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 | |
|---|---|---|---|---|---|---|---|
| $2.13K | 0% | 25 | New | +$2.13K | |||
| $2.12K | 0% | 8 -72 | -90% | -$19.1K | |||
| $2.12K | 0% | 139 | New | +$2.12K | |||
| $2.11K | 0% | 50 | – | – | |||
| $2.1K | 0% | 241 -11 | -4% | -$96 | |||
| $2.09K | 0% | 78 +48 | +160% | +$1.29K | |||
| $2.07K | 0% | 38 | New | +$2.07K | |||
| $2.07K | 0% | 178 | New | +$2.07K | |||
| $2.05K | 0% | 97 | – | – | |||
| $2.05K | 0% | 20 | – | – | |||
| $2.04K | 0% | 13 | – | – | |||
| $2.03K | 0% | 89 | New | +$2.03K | |||
| $2.02K | 0% | 84 +1 | +1% | +$24 | |||
| $2.02K | 0% | 13 | New | +$2.02K | |||
| $2.02K | 0% | 35 | – | – | |||
| $2.02K | 0% | 9 +3 | +50% | +$672 | |||
| $2.01K | 0% | 115 | – | – | |||
| $2.01K | 0% | 30 | – | – | |||
| $1.99K | 0% | 30 -19 | -39% | -$1.26K | |||
| $1.98K | 0% | 33 | New | +$1.98K | |||
| $1.98K | 0% | 92 | New | +$1.98K | |||
| $1.97K | 0% | 26 | – | – | |||
| $1.94K | 0% | 47 | New | +$1.94K | |||
| $1.93K | 0% | 80 | – | – | |||
| $1.91K | 0% | 700 | New | +$1.91K |
