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
251
$854K 0.06%
2,500
+859
252
$853K 0.06%
8,116
+1,801
253
$852K 0.06%
11,282
+8,598
254
$849K 0.06%
7,459
-1,763
255
$847K 0.06%
4,569
-2,504
256
$833K 0.06%
2,727
-1,376
257
$817K 0.05%
15,520
+950
258
$811K 0.05%
22,580
-80
259
$807K 0.05%
24,180
-285
260
$797K 0.05%
14,564
+12,050
261
$792K 0.05%
2,606
+1,988
262
$790K 0.05%
12,989
+11,156
263
$774K 0.05%
13,485
+6,674
264
$768K 0.05%
17,612
+9,334
265
$763K 0.05%
6,830
+24
266
$757K 0.05%
7,342
+288
267
$756K 0.05%
2,518
268
$755K 0.05%
1,612
-246
269
$751K 0.05%
10,558
+10,165
270
$737K 0.05%
13,860
271
$733K 0.05%
3,195
+63
272
$725K 0.05%
6,939
+1,071
273
$722K 0.05%
9,445
-278
274
$715K 0.05%
30,995
+6,337
275
$713K 0.05%
6,376
+866
9 10
11
12 13