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 | |
|---|---|---|---|---|---|---|---|
| $1.19K | 0% | 27 | New | +$1.19K | |||
| $1.18K | 0% | 52 | – | – | |||
| $1.17K | 0% | 10 | New | +$1.17K | |||
| $1.15K | 0% | 20 -202 | -91% | -$11.7K | |||
| $1.15K | 0% | 205 | New | +$1.15K | |||
| $1.14K | 0% | 75 -182 | -71% | -$2.76K | |||
| $1.11K | 0% | 60 +4 | +7% | +$74 | |||
| $1.1K | 0% | 7 -7 | -50% | -$1.1K | |||
| $1.1K | 0% | 8 -6 | -43% | -$827 | |||
| $1.1K | 0% | 10 | New | +$1.1K | |||
| $1.09K | 0% | 27 | New | +$1.09K | |||
| $1.06K | 0% | 47 | New | +$1.06K | |||
| $1.06K | 0% | 9 -8 | -47% | -$944 | |||
| $1.06K | 0% | 42 | New | +$1.06K | |||
| $1.06K | 0% | 4 | New | +$1.06K | |||
| $1.05K | 0% | 26 | New | +$1.05K | |||
| $1.05K | 0% | 46 | – | – | |||
| $1.05K | 0% | 10 -10 | -50% | -$1.05K | |||
| $1.05K | 0% | 17 | New | +$1.05K | |||
| $1.05K | 0% | 1,500 | – | – | |||
| $1.05K | 0% | 29 | New | +$1.05K | |||
| $1.04K | 0% | 48 | New | +$1.04K | |||
| $1.02K | 0% | 39 -46 | -54% | -$1.2K | |||
| $999 | 0% | 26 | – | – | |||
| $993 | 0% | 33 | New | +$993 |
