CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
476
$3K ﹤0.01%
96
477
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16
-21
478
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120
-12,729
479
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+100
480
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481
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40
482
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483
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484
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485
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486
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487
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488
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489
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56
491
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494
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25
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496
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497
$3K ﹤0.01%
26
-79
498
$3K ﹤0.01%
230
499
$2K ﹤0.01%
6
-3
500
$2K ﹤0.01%
85
18 19
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