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
101
$226K 0.16%
8,590
+220
102
$226K 0.16%
1,636
-520
103
$218K 0.16%
7,510
-63
104
$218K 0.16%
2,587
-1,181
105
$216K 0.16%
11,915
+600
106
$211K 0.15%
1,566
+11
107
$210K 0.15%
9,845
-145
108
$204K 0.15%
2,961
109
$192K 0.14%
2,421
-448
110
$191K 0.14%
3,537
+743
111
$189K 0.14%
12,276
+97
112
$186K 0.13%
3,162
+286
113
$184K 0.13%
3,425
+23
114
$181K 0.13%
10,837
+3,262
115
$175K 0.13%
1,798
+24
116
$169K 0.12%
3,142
-141
117
$168K 0.12%
1,540
+13
118
$166K 0.12%
1,514
+5
119
$163K 0.12%
35,920
+149
120
$163K 0.12%
6,509
+323
121
$163K 0.12%
2,277
+1,500
122
$153K 0.11%
24,310
-9,885
123
$149K 0.11%
3,395
+50
124
$149K 0.11%
5,352
+389
125
$147K 0.11%
14,408
-4,029
3 4
5
6 7