CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$828K
2
+$646K
3
+$646K
4
CHKP icon
Check Point Software Technologies
CHKP
+$604K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$573K

Top Sells

1
+$1.73M
2
+$1.64M
3
+$1.58M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.16M
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
151
$83K 0.06%
1,227
+10
152
$82K 0.06%
811
-151
153
$82K 0.06%
2,375
+125
154
$81K 0.06%
2,258
-3,505
155
$77K 0.06%
3,039
+107
156
$77K 0.06%
3,570
+1,654
157
$76K 0.06%
786
-181
158
$76K 0.06%
4,705
-326
159
$76K 0.06%
666
-3,685
160
$75K 0.05%
1,644
+279
161
$74K 0.05%
691
162
$74K 0.05%
1,017
-52
163
$73K 0.05%
555
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164
$72K 0.05%
6,305
-270
165
$71K 0.05%
1,516
166
$70K 0.05%
2,700
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167
$69K 0.05%
2,494
-127
168
$69K 0.05%
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169
$68K 0.05%
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-287
170
$66K 0.05%
700
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171
$62K 0.05%
590
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172
$60K 0.04%
1,155
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173
$60K 0.04%
1,185
-4,406
174
$59K 0.04%
1,200
-200
175
$59K 0.04%
522
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7
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