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
376
$264K 0.02%
1,887
+28
377
$262K 0.02%
1,328
+177
378
$260K 0.02%
40,945
+706
379
$259K 0.02%
13,190
-120
380
$259K 0.02%
1,756
+259
381
$258K 0.02%
2,814
+79
382
$255K 0.02%
2,483
-3,443
383
$255K 0.02%
5,289
-315
384
$254K 0.02%
12,884
-4,062
385
$252K 0.02%
10,656
-2,533
386
$252K 0.02%
7,080
+1,500
387
$251K 0.02%
26,317
+40
388
$249K 0.02%
3,640
+54
389
$247K 0.02%
1,807
+239
390
$247K 0.02%
7,051
+177
391
$247K 0.02%
1,905
+191
392
$247K 0.02%
19,669
-1,655
393
$246K 0.02%
3,163
+1,264
394
$246K 0.02%
964
+39
395
$244K 0.02%
1,852
+858
396
$243K 0.02%
7,100
397
$242K 0.02%
21,145
-1,224
398
$241K 0.02%
1,201
+6
399
$240K 0.02%
5,277
+690
400
$239K 0.02%
6,473
-133
14 15
16
17 18