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
326
$350K 0.03%
1,166
-1,195
327
$347K 0.03%
5,250
-1,200
328
$346K 0.03%
7,865
-556
329
$346K 0.03%
5,331
+1,573
330
$336K 0.03%
10,222
+3,930
331
$336K 0.03%
2,938
+127
332
$336K 0.03%
3,147
-379
333
$335K 0.03%
1,563
-161
334
$333K 0.03%
5,609
-41
335
$330K 0.03%
12,430
+4,559
336
$330K 0.03%
3,178
+187
337
$329K 0.03%
7,657
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338
$328K 0.03%
3,790
+3,365
339
$327K 0.03%
4,794
+3,079
340
$319K 0.03%
5,950
-6,839
341
$318K 0.03%
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342
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702
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343
$317K 0.03%
39,544
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344
$316K 0.03%
14,188
+219
345
$314K 0.03%
11,670
+475
346
$314K 0.03%
3,847
+31
347
$313K 0.03%
12,373
+656
348
$313K 0.03%
772
+583
349
$310K 0.03%
8,264
+22
350
$309K 0.03%
8,850
12 13
14
15 16