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
326
$14K 0.01%
900
+6
327
$14K 0.01%
368
-285
328
$14K 0.01%
+400
329
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2,470
330
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300
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893
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$13K 0.01%
351
333
$13K 0.01%
219
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$13K 0.01%
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-569
335
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110
336
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+1
337
$13K 0.01%
147
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338
$13K 0.01%
384
339
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250
340
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38
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341
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284
342
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457
+1
343
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256
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344
$12K 0.01%
688
345
$12K 0.01%
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346
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108
347
$11K 0.01%
+42
348
$11K 0.01%
79
+1
349
$11K 0.01%
386
+5
350
$11K 0.01%
400
-551
12 13
14
15 16