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
$1.12B
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,754
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$12.7M
3
+$7.64M
4
EDIV icon
SPDR S&P Emerging Markets Dividend ETF
EDIV
+$3.78M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.37M

Top Sells

1
+$16.4M
2
+$14M
3
+$7.39M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.51M
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$2.53M

Sector Composition

1 Technology 5.04%
2 Industrials 2.58%
3 Consumer Discretionary 2.43%
4 Healthcare 2.4%
5 Financials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$696K 0.06%
7,781
+678
227
$694K 0.06%
91,602
+1,556
228
$681K 0.06%
4,240
+200
229
$675K 0.06%
3,141
+239
230
$674K 0.06%
2,843
+226
231
$672K 0.06%
4,144
-78
232
$671K 0.06%
7,362
-207
233
$670K 0.06%
105,161
+3,011
234
$661K 0.06%
29,964
+802
235
$659K 0.06%
23,858
+696
236
$658K 0.06%
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237
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85,133
+2,243
238
$654K 0.06%
2,821
+195
239
$647K 0.06%
9,839
-345
240
$640K 0.06%
7,814
241
$630K 0.06%
10,642
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242
$621K 0.06%
8,559
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243
$617K 0.06%
7,849
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244
$615K 0.05%
4,969
+159
245
$613K 0.05%
4,865
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246
$610K 0.05%
5,157
+27
247
$600K 0.05%
5,577
+534
248
$593K 0.05%
7,702
+731
249
$590K 0.05%
7,573
+7,556
250
$587K 0.05%
5,814
+483
8 9
10
11 12