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
$322﹤0.01%
+33
 New
+$322
$307﹤0.01%
+5
 New
+$307
$302﹤0.01%
+5
 New
+$302
$297﹤0.01%
+16
 New
+$297
$293﹤0.01%
+5
 New
+$293
$283﹤0.01%
+5
 New
+$283
$280﹤0.01% 25––
$274﹤0.01%
+2
 New
+$274
$272﹤0.01% 13––
$270﹤0.01%
+1
 New
+$270
$261﹤0.01%
+12
 New
+$261
$260﹤0.01%
+5
 New
+$260
$258﹤0.01% 5––
$253﹤0.01% 2
-98
-98%
-$12.4K
$250﹤0.01%
+112
 New
+$250
$247﹤0.01% 31––
$238﹤0.01%
+1
 New
+$238
$234﹤0.01%
+1
 New
+$234
$234﹤0.01% 1
-11
-92%
-$2.57K
$229﹤0.01%
+34
 New
+$229
$227﹤0.01%
+6
 New
+$227
$226﹤0.01% 5
-735
-99%
-$33.2K
$226﹤0.01%
+5
 New
+$226
$211﹤0.01% 1
-13
-93%
-$2.74K
$210﹤0.01%
+1
 New
+$210
1 777879808186