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
$904﹤0.01% 400––
$899﹤0.01%
+34
 New
+$899
$898﹤0.01% 100––
$897﹤0.01%
+26
 New
+$897
$893﹤0.01%
+13
 New
+$893
$892﹤0.01%
+34
 New
+$892
$892﹤0.01% 637––
$890﹤0.01% 47
+1
+2%
+$19
$889﹤0.01% 12––
$884﹤0.01%
+21
 New
+$884
$877﹤0.01%
+21
 New
+$877
$867﹤0.01%
+37
 New
+$867
$867﹤0.01% 5
-5
-50%
-$867
$866﹤0.01%
+6
 New
+$866
$854﹤0.01%
+3
 New
+$854
$848﹤0.01%
+24
 New
+$848
$845﹤0.01%
+11
 New
+$845
$842﹤0.01% 11––
$839﹤0.01% 10
-15
-60%
-$1.26K
$838﹤0.01%
+8
 New
+$838
$837﹤0.01%
+20
 New
+$837
$833﹤0.01% 27
-27
-50%
-$833
$833﹤0.01%
+5
 New
+$833
$822﹤0.01% 29
+5
+21%
+$142
$818﹤0.01%
+48
 New
+$818
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