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
301
$417K 0.04%
4,711
+1,697
302
$417K 0.04%
12,212
303
$412K 0.04%
16,022
304
$410K 0.04%
16,980
-74
305
$406K 0.04%
2,337
+65
306
$399K 0.04%
9,120
-364
307
$394K 0.04%
3,304
-4,299
308
$390K 0.03%
1,828
+289
309
$388K 0.03%
5,542
+293
310
$387K 0.03%
13,095
+1,680
311
$386K 0.03%
10,423
+6,948
312
$385K 0.03%
764
-55
313
$384K 0.03%
20,481
-3,220
314
$381K 0.03%
4,650
+180
315
$377K 0.03%
10,880
+3,000
316
$371K 0.03%
4,837
+1,975
317
$369K 0.03%
1,968
+357
318
$366K 0.03%
2,136
-77
319
$366K 0.03%
6,688
-9,667
320
$364K 0.03%
1,414
321
$361K 0.03%
14,345
-2,561
322
$359K 0.03%
3,547
+594
323
$355K 0.03%
10,782
+218
324
$353K 0.03%
2,038
+256
325
$352K 0.03%
1,492
+26
11 12
13
14 15