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
276
$705K 0.05%
4,742
-48
277
$697K 0.05%
13,605
+4,368
278
$693K 0.05%
42,726
+34,323
279
$691K 0.05%
83,436
+1,694
280
$691K 0.05%
4,257
+530
281
$683K 0.05%
2,552
+2,541
282
$682K 0.05%
37,376
-2,108
283
$678K 0.05%
10,134
+9,621
284
$677K 0.05%
17,869
+2,351
285
$673K 0.05%
6,086
+25
286
$670K 0.05%
19,607
+4,287
287
$667K 0.04%
2,823
-4,650
288
$667K 0.04%
7,144
-324
289
$664K 0.04%
15,170
+112
290
$662K 0.04%
8,910
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291
$659K 0.04%
15,412
+7,031
292
$650K 0.04%
11,302
-81
293
$646K 0.04%
23,137
+1,419
294
$645K 0.04%
13,561
+13,040
295
$638K 0.04%
35,250
+1,700
296
$637K 0.04%
13,980
297
$634K 0.04%
2,967
-270
298
$630K 0.04%
3,537
+6
299
$613K 0.04%
8,963
-244
300
$609K 0.04%
10,784
-475
10 11
12
13 14