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
401
$238K 0.02%
2,718
+522
402
$238K 0.02%
1,294
+331
403
$237K 0.02%
1,489
+202
404
$235K 0.02%
1,560
405
$229K 0.02%
1,571
406
$226K 0.02%
5,878
+323
407
$226K 0.02%
9,935
+450
408
$223K 0.02%
597
+1
409
$223K 0.02%
1,262
+129
410
$220K 0.02%
4,646
411
$219K 0.02%
4,703
-155
412
$218K 0.02%
5,576
+4
413
$218K 0.02%
8,230
-339
414
$215K 0.02%
6,593
+553
415
$214K 0.02%
4,162
+392
416
$213K 0.02%
4,511
+207
417
$211K 0.02%
4,035
+677
418
$209K 0.02%
2,688
-150
419
$209K 0.02%
+1,275
420
$208K 0.02%
3,393
+7
421
$207K 0.02%
5,342
+3,549
422
$207K 0.02%
4,909
-111
423
$206K 0.02%
7,708
-142
424
$205K 0.02%
2,305
425
$204K 0.02%
7,055
-761
15 16
17
18 19