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
201
$46K 0.03%
1,220
+51
202
$46K 0.03%
452
203
$46K 0.03%
1,060
-44
204
$45K 0.03%
940
-1
205
$43K 0.03%
396
-402
206
$43K 0.03%
255
+247
207
$43K 0.03%
2,350
+550
208
$42K 0.03%
1,040
-292
209
$41K 0.03%
935
-44
210
$41K 0.03%
648
-794
211
$40K 0.03%
491
-136
212
$40K 0.03%
2,765
-1,990
213
$39K 0.03%
844
-44
214
$39K 0.03%
1,053
-153
215
$39K 0.03%
325
216
$38K 0.03%
1,168
+250
217
$38K 0.03%
1,395
-139
218
$38K 0.03%
1,550
219
$37K 0.03%
1,166
-100
220
$37K 0.03%
2,322
+111
221
$36K 0.03%
281
-34
222
$36K 0.03%
652
-266
223
$36K 0.03%
4,120
+760
224
$35K 0.03%
210
225
$34K 0.02%
2,159
7 8
9
10 11