CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$828K
2
+$646K
3
+$646K
4
CHKP icon
Check Point Software Technologies
CHKP
+$604K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$573K

Top Sells

1
+$1.73M
2
+$1.64M
3
+$1.58M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.16M
5
ESL
Esterline Technologies
ESL
+$733K

Sector Composition

1 Healthcare 3.74%
2 Financials 3.49%
3 Consumer Staples 2.67%
4 Technology 2.3%
5 Energy 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K 0.02%
265
+50
227
$34K 0.02%
2,038
-135
228
$34K 0.02%
212
229
$34K 0.02%
2,581
+876
230
$33K 0.02%
+452
231
$33K 0.02%
581
-384
232
$33K 0.02%
785
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233
$33K 0.02%
798
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234
$33K 0.02%
735
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235
$33K 0.02%
1,096
-49
236
$33K 0.02%
+1,400
237
$32K 0.02%
2,080
-481
238
$31K 0.02%
210
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239
$31K 0.02%
1,395
240
$30K 0.02%
2,459
241
$29K 0.02%
1,000
242
$29K 0.02%
1,015
243
$28K 0.02%
303
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244
$27K 0.02%
99
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245
$27K 0.02%
634
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246
$27K 0.02%
106
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247
$26K 0.02%
711
-335
248
$26K 0.02%
1,335
249
$26K 0.02%
295
+65
250
$26K 0.02%
440
-216
8 9
10
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