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
276
$20K 0.01%
759
+14
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$20K 0.01%
608
+454
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$20K 0.01%
289
279
$19K 0.01%
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-359
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951
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286
$18K 0.01%
1,060
+450
287
$18K 0.01%
2,341
+109
288
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415
289
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295
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291
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$18K 0.01%
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295
$17K 0.01%
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$17K 0.01%
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297
$17K 0.01%
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422
299
$17K 0.01%
93
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300
$17K 0.01%
450
-25
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