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
276
$485K 0.04%
21,702
+714
277
$483K 0.04%
1,934
+27
278
$482K 0.04%
10,127
+10,027
279
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17,008
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280
$481K 0.04%
13,317
+2,583
281
$474K 0.04%
2,381
+332
282
$473K 0.04%
13,726
-114
283
$473K 0.04%
929
+3
284
$470K 0.04%
4,596
-656
285
$467K 0.04%
6,588
-6,820
286
$466K 0.04%
9,693
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287
$464K 0.04%
6,850
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288
$463K 0.04%
13,018
+12,984
289
$462K 0.04%
1,341
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290
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291
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14,889
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292
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6,317
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293
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1,930
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294
$443K 0.04%
18,560
-60,831
295
$438K 0.04%
985
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296
$434K 0.04%
2,532
-21
297
$423K 0.04%
1,105
-60
298
$420K 0.04%
2,548
+1,756
299
$419K 0.04%
18,089
-71
300
$418K 0.04%
5,155
-35
10 11
12
13 14