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
26
$9.75M 0.87%
374,736
-4,449
27
$9.2M 0.82%
19,201
+2,140
28
$9.18M 0.82%
308,978
-4,572
29
$9.04M 0.8%
206,506
+324
30
$8.42M 0.75%
168,700
+6,666
31
$8.31M 0.74%
237,560
+9,668
32
$7.93M 0.71%
124,822
+120,271
33
$7.31M 0.65%
147,972
-14,595
34
$7.19M 0.64%
202,503
+37,097
35
$7.15M 0.64%
143,600
+6,752
36
$6.94M 0.62%
12,031
+439
37
$6.93M 0.62%
13,854
+1,360
38
$6.74M 0.6%
105,345
-31,250
39
$6.49M 0.58%
11,919
+753
40
$6.31M 0.56%
27,902
+14,905
41
$6.3M 0.56%
14,099
-283
42
$6.28M 0.56%
249,276
+3,024
43
$6.24M 0.56%
50,511
+881
44
$6.12M 0.55%
40,677
-1,193
45
$6.07M 0.54%
152,749
+5,593
46
$5.98M 0.53%
56,082
-10,689
47
$5.94M 0.53%
144,450
+64,250
48
$5.85M 0.52%
65,114
-1,813
49
$5.79M 0.52%
179,458
+61,163
50
$5.7M 0.51%
97,354
+8,045
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