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
126
$144K 0.1%
4,733
+3,117
127
$143K 0.1%
1,734
-100
128
$139K 0.1%
3,372
-2,152
129
$137K 0.1%
1,347
+125
130
$131K 0.1%
4,400
-480
131
$128K 0.09%
8,832
-861
132
$126K 0.09%
2,554
+73
133
$122K 0.09%
2,513
+86
134
$121K 0.09%
2,320
-1,240
135
$116K 0.08%
1,296
-175
136
$113K 0.08%
1,043
-118
137
$112K 0.08%
989
138
$110K 0.08%
1,689
-50
139
$110K 0.08%
1,605
+8
140
$107K 0.08%
3,135
-261
141
$107K 0.08%
2,379
-278
142
$105K 0.08%
2,525
-550
143
$104K 0.08%
1,148
-91
144
$101K 0.07%
1,237
-1,260
145
$98K 0.07%
913
+6
146
$97K 0.07%
2,058
-393
147
$93K 0.07%
1,936
+8
148
$93K 0.07%
835
+262
149
$91K 0.07%
692
+10
150
$85K 0.06%
3,206
+4
4 5
6
7 8