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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
526
$2K ﹤0.01%
50
527
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12
528
$2K ﹤0.01%
110
529
$2K ﹤0.01%
75
530
$2K ﹤0.01%
100
-86
531
$2K ﹤0.01%
+250
532
$2K ﹤0.01%
+45
533
$2K ﹤0.01%
6
-3
534
$2K ﹤0.01%
85
535
$2K ﹤0.01%
69
536
$2K ﹤0.01%
51
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537
$2K ﹤0.01%
42
538
$2K ﹤0.01%
50
-254
539
$2K ﹤0.01%
35
-94
540
$1K ﹤0.01%
6
541
$1K ﹤0.01%
10
-329
542
$1K ﹤0.01%
1,276
-396
543
$1K ﹤0.01%
31
-850
544
$1K ﹤0.01%
9
-19
545
$1K ﹤0.01%
8
-322
546
$1K ﹤0.01%
25
547
$1K ﹤0.01%
+45
548
$1K ﹤0.01%
68
549
$1K ﹤0.01%
+45
550
$1K ﹤0.01%
100
20 21
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