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
451
$182K 0.02%
11,210
452
$181K 0.02%
2,451
-546
453
$180K 0.02%
2,040
+3
454
$179K 0.02%
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455
$179K 0.02%
5,215
+584
456
$178K 0.02%
3,935
+193
457
$177K 0.02%
2,603
-28
458
$177K 0.02%
2,973
-148
459
$176K 0.02%
3,094
+111
460
$175K 0.02%
1,640
+165
461
$175K 0.02%
2,551
+1,320
462
$174K 0.02%
13,217
+1
463
$174K 0.02%
2,406
-37
464
$173K 0.02%
580
-20
465
$172K 0.02%
6,328
466
$171K 0.02%
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-536
467
$171K 0.02%
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468
$171K 0.02%
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469
$169K 0.02%
3,557
-492
470
$167K 0.01%
22,535
-300
471
$167K 0.01%
3,564
-10
472
$166K 0.01%
1,403
+1
473
$166K 0.01%
1,597
+62
474
$165K 0.01%
575
475
$165K 0.01%
2,730
-200
17 18
19
20 21