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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
551
$1K ﹤0.01%
13
-32
552
$1K ﹤0.01%
+100
553
$1K ﹤0.01%
50
554
$1K ﹤0.01%
154
+4
555
$1K ﹤0.01%
10
556
$1K ﹤0.01%
17
-341
557
$1K ﹤0.01%
15
558
$1K ﹤0.01%
28
559
$1K ﹤0.01%
39
560
$1K ﹤0.01%
180
561
$1K ﹤0.01%
23
-184
562
$1K ﹤0.01%
39
+32
563
$1K ﹤0.01%
1,585
-60
564
$1K ﹤0.01%
16
-15
565
$1K ﹤0.01%
150
566
$1K ﹤0.01%
72
567
$1K ﹤0.01%
50
568
$1K ﹤0.01%
123
569
$1K ﹤0.01%
18
570
$1K ﹤0.01%
60
-540
571
$1K ﹤0.01%
300
572
$1K ﹤0.01%
100
573
$1K ﹤0.01%
100
-165
574
$1K ﹤0.01%
33
-48
575
– –
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21 22
23
24 25