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
801
– –
-8
802
– –
-10
803
– –
-36
804
– –
-60
805
– –
-13
806
– –
-138
807
– –
-10
808
– –
-41
809
– –
-357
810
– –
-39
811
– –
-57
812
– –
-1,259
813
– –
-2
814
– –
-10
815
– –
-110
816
– –
-600
817
– –
-20
818
– –
-15,519
819
– –
-85
820
– –
-302
821
– –
-83
822
– –
0
823
– –
-32
824
– –
-20
825
– –
-14
30 31 32
33
34