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
26
$1.44M 1.05%
13,866
+335
27
$1.44M 1.04%
5,717
+165
28
$1.43M 1.03%
17,196
-5,702
29
$1.41M 1.02%
24,597
-3,449
30
$1.22M 0.89%
17,046
+56
31
$1.11M 0.8%
37,776
-6,342
32
$1.1M 0.8%
4,415
-123
33
$1.03M 0.75%
27,060
-30,029
34
$1.03M 0.75%
26,084
-14,936
35
$995K 0.72%
18,343
-1,781
36
$990K 0.72%
9,894
-2,367
37
$972K 0.71%
19,396
-5,078
38
$925K 0.67%
11,857
+302
39
$920K 0.67%
64,319
+418
40
$844K 0.61%
17,603
-13,769
41
$819K 0.59%
37,620
-1,649
42
$783K 0.57%
8,743
-420
43
$779K 0.57%
13,943
+26
44
$764K 0.55%
33,645
-1,503
45
$733K 0.53%
25,980
+788
46
$718K 0.52%
7,325
-110
47
$677K 0.49%
22,883
-11,419
48
$674K 0.49%
21,311
-658
49
$623K 0.45%
26,610
+25,490
50
$617K 0.45%
23,863
+23,013
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2
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