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
501
$2K ﹤0.01%
12
502
$2K ﹤0.01%
110
503
$2K ﹤0.01%
75
504
$2K ﹤0.01%
100
-86
505
$2K ﹤0.01%
+45
506
$2K ﹤0.01%
6
-3
507
$2K ﹤0.01%
85
508
$2K ﹤0.01%
69
509
$2K ﹤0.01%
50
-254
510
$2K ﹤0.01%
35
-94
511
$2K ﹤0.01%
25
512
$2K ﹤0.01%
35
-31
513
$2K ﹤0.01%
50
514
$2K ﹤0.01%
25
-48
515
$2K ﹤0.01%
50
516
$2K ﹤0.01%
75
-500
517
$2K ﹤0.01%
75
518
$2K ﹤0.01%
15
-9
519
$2K ﹤0.01%
+25
520
$2K ﹤0.01%
103
-148
521
$2K ﹤0.01%
23
-69
522
$2K ﹤0.01%
50
523
$2K ﹤0.01%
47
-67
524
$2K ﹤0.01%
263
525
$2K ﹤0.01%
39
-28
19 20
21
22 23