CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
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
51
$616K 0.45%
24,336
-9,406
52
$594K 0.43%
11,458
-1,646
53
$579K 0.42%
7,180
-42
54
$578K 0.42%
4,381
-436
55
$567K 0.41%
5,522
+5,500
56
$567K 0.41%
13,717
+625
57
$507K 0.37%
6,760
-7,540
58
$505K 0.37%
18,162
-618
59
$504K 0.37%
8,881
+104
60
$472K 0.34%
3,132
-2,989
61
$448K 0.33%
16,793
-3,343
62
$447K 0.32%
8,374
-363
63
$435K 0.32%
4,083
-1,014
64
$431K 0.31%
9,267
+23
65
$431K 0.31%
11,941
+278
66
$426K 0.31%
6,866
+2
67
$409K 0.3%
5,253
-7,999
68
$395K 0.29%
2,884
+174
69
$393K 0.29%
10,065
-2,233
70
$392K 0.28%
25,071
-3,339
71
$392K 0.28%
10,958
-1,073
72
$389K 0.28%
60,050
-3,400
73
$377K 0.27%
5,760
+17
74
$376K 0.27%
1,843
-350
75
$365K 0.26%
11,156
+2,033
1 2
3
4 5