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
$1.19K﹤0.01%
+27
 New
+$1.19K
$1.18K﹤0.01% 52––
$1.17K﹤0.01%
+10
 New
+$1.17K
$1.15K﹤0.01% 20
-202
-91%
-$11.7K
$1.15K﹤0.01%
+205
 New
+$1.15K
$1.14K﹤0.01% 75
-182
-71%
-$2.76K
$1.11K﹤0.01% 60
+4
+7%
+$74
$1.1K﹤0.01% 7
-7
-50%
-$1.1K
$1.1K﹤0.01% 8
-6
-43%
-$827
$1.1K﹤0.01%
+10
 New
+$1.1K
$1.09K﹤0.01%
+27
 New
+$1.09K
$1.06K﹤0.01%
+47
 New
+$1.06K
$1.06K﹤0.01% 9
-8
-47%
-$944
$1.06K﹤0.01%
+42
 New
+$1.06K
$1.06K﹤0.01%
+4
 New
+$1.06K
$1.05K﹤0.01%
+26
 New
+$1.05K
$1.05K﹤0.01% 46––
$1.05K﹤0.01% 10
-10
-50%
-$1.05K
$1.05K﹤0.01%
+17
 New
+$1.05K
$1.05K﹤0.01% 1,500––
$1.05K﹤0.01%
+29
 New
+$1.05K
$1.04K﹤0.01%
+48
 New
+$1.04K
$1.02K﹤0.01% 39
-46
-54%
-$1.2K
$999﹤0.01% 26––
$993﹤0.01%
+33
 New
+$993
1 697071727386