CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
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
+$771K
2
+$597K
3
+$595K
4
CHKP icon
Check Point Software Technologies
CHKP
+$565K
5
IBD icon
Inspire Corporate Bond ETF
IBD
+$537K

Top Sells

1
+$1.61M
2
+$1.51M
3
+$1.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.14M
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
251
$25K 0.02%
249
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258
+4
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$24K 0.02%
865
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256
$24K 0.02%
+454
257
$23K 0.02%
3,250
258
$23K 0.02%
292
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428
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$23K 0.02%
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+26
261
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644
262
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532
264
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$22K 0.02%
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$22K 0.02%
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267
$21K 0.02%
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$21K 0.02%
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269
$21K 0.02%
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$21K 0.02%
560
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272
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273
$21K 0.02%
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274
$20K 0.01%
900
275
$20K 0.01%
564
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9 10
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12 13