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
426
$204K 0.02%
1,164
+608
427
$204K 0.02%
3,607
-863
428
$203K 0.02%
4,363
-32
429
$203K 0.02%
1,758
+304
430
$200K 0.02%
1,812
431
$200K 0.02%
5,559
-135
432
$198K 0.02%
1,574
+20
433
$196K 0.02%
5,964
+65
434
$195K 0.02%
1,673
+802
435
$194K 0.02%
2,760
436
$193K 0.02%
4,646
-475
437
$193K 0.02%
1,390
-139
438
$192K 0.02%
10,884
+11
439
$191K 0.02%
744
-3
440
$191K 0.02%
4,598
+121
441
$190K 0.02%
+3,621
442
$188K 0.02%
429
+79
443
$188K 0.02%
4,500
444
$187K 0.02%
424
+32
445
$187K 0.02%
6,663
-48
446
$187K 0.02%
178
+3
447
$185K 0.02%
1,349
-1,340
448
$185K 0.02%
2,112
-188
449
$184K 0.02%
1,306
+307
450
$184K 0.02%
3,396
+495
16 17
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