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
251
$587K 0.05%
12,320
+4,100
252
$585K 0.05%
11,175
+658
253
$579K 0.05%
5,404
+155
254
$576K 0.05%
23,938
+2,322
255
$569K 0.05%
11,725
+866
256
$564K 0.05%
9,465
-11,723
257
$561K 0.05%
7,512
+283
258
$561K 0.05%
3,676
-16
259
$559K 0.05%
12,831
+1,496
260
$555K 0.05%
2,128
+229
261
$554K 0.05%
10,225
+1,763
262
$553K 0.05%
3,147
+84
263
$549K 0.05%
6,281
+248
264
$549K 0.05%
2,093
-79
265
$549K 0.05%
7,031
+1,110
266
$547K 0.05%
6,192
+2,291
267
$543K 0.05%
22,912
-1,700
268
$540K 0.05%
17,079
+549
269
$530K 0.05%
2,468
270
$522K 0.05%
20,886
+5,220
271
$517K 0.05%
20,931
-4,935
272
$517K 0.05%
3,048
273
$510K 0.05%
5,245
+20
274
$502K 0.04%
12,481
-1,258
275
$495K 0.04%
11,413
+717
9 10
11
12 13