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
351
$11K 0.01%
58
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352
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200
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211
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356
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790
+6
358
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261
+18
359
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450
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361
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362
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+735
363
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364
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59
365
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39
366
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60
+46
367
$10K 0.01%
700
368
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100
369
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370
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134
371
$9K 0.01%
178
-1,902
372
$9K 0.01%
2,760
-800
373
$9K 0.01%
1,326
-16
374
$9K 0.01%
543
375
$9K 0.01%
1,209
-313
13 14
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