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
1
$9.32M 6.76%
280,565
+15,710
2
$9.09M 6.59%
131,071
+1,766
3
$7.01M 5.09%
133,782
+7,218
4
$4.21M 3.05%
176,886
+32,414
5
$3.87M 2.81%
16,847
-532
6
$3.83M 2.77%
101,540
+9,800
7
$3.73M 2.71%
19,187
-308
8
$3.25M 2.36%
87,672
-39,847
9
$3.22M 2.33%
64,937
+3,132
10
$3.09M 2.24%
46,389
+2,407
11
$2.79M 2.02%
52,051
-276
12
$2.63M 1.91%
107,809
+21,999
13
$2.58M 1.87%
25,770
+67
14
$2.43M 1.76%
53,120
-520
15
$2M 1.45%
29,395
-441
16
$1.96M 1.42%
12,735
-7
17
$1.88M 1.37%
19,234
-16,427
18
$1.78M 1.3%
38,611
-7,268
19
$1.71M 1.24%
56,689
-6,355
20
$1.71M 1.24%
38,307
+1,564
21
$1.69M 1.23%
69,780
+11,345
22
$1.59M 1.16%
46,466
-8,599
23
$1.55M 1.13%
48,281
+110
24
$1.55M 1.13%
67,969
+12,418
25
$1.48M 1.07%
9,214
-7
1
2 3 4 5