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
176
$58K 0.04%
1,700
-702
177
$58K 0.04%
286
-3
178
$58K 0.04%
344
-31
179
$58K 0.04%
779
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180
$56K 0.04%
425
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181
$56K 0.04%
1,272
-40
182
$56K 0.04%
1,654
+1,443
183
$55K 0.04%
1,224
-196
184
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423
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185
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494
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186
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187
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188
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-50
189
$54K 0.04%
850
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190
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-196
191
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193
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783
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194
$51K 0.04%
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195
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196
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197
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198
$48K 0.03%
638
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199
$47K 0.03%
653
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200
$47K 0.03%
1,717
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