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
351
$306K 0.03%
1,552
+6
352
$305K 0.03%
+10,250
353
$304K 0.03%
8,100
354
$303K 0.03%
3,051
+258
355
$303K 0.03%
10,213
+2,965
356
$300K 0.03%
554
+16
357
$300K 0.03%
12,764
+1,153
358
$296K 0.03%
4,331
-83
359
$291K 0.03%
7,013
-407
360
$291K 0.03%
5,725
+175
361
$290K 0.03%
1,458
+1,416
362
$290K 0.03%
971
+507
363
$289K 0.03%
4,891
+2,109
364
$287K 0.03%
4,419
+217
365
$283K 0.03%
16,319
-204
366
$280K 0.02%
6,120
-1,846
367
$280K 0.02%
2,454
+2,332
368
$280K 0.02%
14,000
+695
369
$277K 0.02%
14,808
+1,538
370
$274K 0.02%
12,550
371
$273K 0.02%
2,298
-43
372
$271K 0.02%
402
-17
373
$266K 0.02%
7,168
-120
374
$266K 0.02%
497
+96
375
$266K 0.02%
2,700
+1,105
13 14
15
16 17