CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,138
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.6M
3
+$2.76M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.74M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$2.39M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$4.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.46M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.54M

Sector Composition

1 Technology 4.95%
2 Consumer Discretionary 2.6%
3 Healthcare 2.1%
4 Industrials 1.8%
5 Financials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.02M 0.07%
4,302
+2,122
227
$1.01M 0.07%
3,633
+101
228
$1M 0.07%
33,661
+12,160
229
$1M 0.07%
3,379
+253
230
$986K 0.07%
142,624
+31,923
231
$977K 0.07%
8,766
+2,876
232
$961K 0.06%
18,621
-6,649
233
$954K 0.06%
4,686
+817
234
$946K 0.06%
22,332
+1,543
235
$942K 0.06%
73,597
+5,079
236
$937K 0.06%
35,643
+8,607
237
$936K 0.06%
1,537
+1,428
238
$936K 0.06%
8,478
-2,418
239
$926K 0.06%
1,889
+44
240
$923K 0.06%
1,257
+135
241
$912K 0.06%
6,949
+1,381
242
$907K 0.06%
9,025
+674
243
$907K 0.06%
3,537
+23
244
$903K 0.06%
2,413
+2,320
245
$898K 0.06%
5,260
+3,973
246
$895K 0.06%
15,750
+380
247
$879K 0.06%
7,400
-407
248
$879K 0.06%
138,003
+81,595
249
$878K 0.06%
17,074
+5,097
250
$860K 0.06%
5,318
-13
8 9
10
11 12