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
76
$361K 0.26%
22,790
-237
77
$358K 0.26%
17,270
+10,611
78
$348K 0.25%
9,972
+9,809
79
$337K 0.24%
2,781
-1,043
80
$335K 0.24%
3,884
+183
81
$309K 0.22%
2,420
-382
82
$308K 0.22%
1,510
-45
83
$305K 0.22%
6,936
+431
84
$302K 0.22%
3,150
+184
85
$299K 0.22%
4,450
+186
86
$297K 0.22%
5,838
-760
87
$297K 0.22%
3,221
+256
88
$295K 0.21%
3,433
-175
89
$295K 0.21%
6,907
+242
90
$275K 0.2%
4,601
+404
91
$267K 0.19%
1,991
-11,259
92
$259K 0.19%
10,200
+860
93
$254K 0.18%
9,540
-512
94
$252K 0.18%
10,224
-2,150
95
$248K 0.18%
4,682
+3,123
96
$245K 0.18%
9,633
+2,825
97
$243K 0.18%
2,239
+231
98
$238K 0.17%
4,247
+14
99
$237K 0.17%
1,770
-282
100
$226K 0.16%
6,532
+30
2 3
4
5 6