CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
676
– –
-14
677
– –
-33
678
$0 ﹤0.01%
100
679
– –
-42
680
– –
-190
681
$0 ﹤0.01%
30
682
– –
-102
683
– –
-5
684
$0 ﹤0.01%
10
685
– –
-8,059
686
– –
-4
687
– –
-818
688
– –
-91
689
– –
-1,662
690
– –
-7
691
– –
-1
692
– –
-19
693
– –
-450
694
$0 ﹤0.01%
1
-3
695
– –
-328
696
– –
-7
697
– –
-40
698
$0 ﹤0.01%
18
699
$0 ﹤0.01%
9
-9
700
– –
-850
26 27
28
29 30