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
$618﹤0.01%
+27
 New
+$618
$605﹤0.01% 3
-3
-50%
-$605
$601﹤0.01% 65––
$598﹤0.01%
+7
 New
+$598
$596﹤0.01% 5
-5
-50%
-$596
$596﹤0.01% 18
-16
-47%
-$530
$593﹤0.01%
+14
 New
+$593
$592﹤0.01% 5––
$592﹤0.01% 17
-16
-48%
-$557
$590﹤0.01%
+73
 New
+$590
$587﹤0.01%
+2
 New
+$587
$586﹤0.01%
+6
 New
+$586
$582﹤0.01% 32––
$577﹤0.01%
+21
 New
+$577
$575﹤0.01%
+4
 New
+$575
$575﹤0.01%
+8
 New
+$575
$574﹤0.01%
+5
 New
+$574
$571﹤0.01%
+26
 New
+$571
$567﹤0.01%
+20
 New
+$567
$565﹤0.01% 11
-11
-50%
-$565
$565﹤0.01%
+5
 New
+$565
$558﹤0.01%
+17
 New
+$558
$553﹤0.01%
+16
 New
+$553
$553﹤0.01% 3––
$552﹤0.01%
+8
 New
+$552
1 747576777886