CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,138
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.6M
3
+$2.76M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.74M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$2.39M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$4.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.46M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.54M

Sector Composition

1 Technology 4.95%
2 Consumer Discretionary 2.6%
3 Healthcare 2.1%
4 Industrials 1.8%
5 Financials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14M 0.94%
168,275
+15,112
27
$13.8M 0.92%
239,551
+3,917
28
$12.3M 0.83%
148,784
+1,972
29
$12.3M 0.82%
226,451
+8,360
30
$12.1M 0.81%
20,164
+467
31
$11.7M 0.79%
314,874
+6,043
32
$11.4M 0.77%
274,094
+68,032
33
$11.3M 0.76%
112,580
-138,607
34
$10.5M 0.7%
56,195
-898
35
$10.4M 0.7%
233,510
+7,314
36
$9.79M 0.66%
323,206
+620
37
$9.45M 0.64%
15,436
+229
38
$8.94M 0.6%
11,974
+692
39
$8.94M 0.6%
175,282
+10,626
40
$8.38M 0.56%
123,342
+2,787
41
$8.28M 0.56%
122,126
+6,231
42
$7.6M 0.51%
53,933
+5,263
43
$7.49M 0.5%
53,176
-26,150
44
$7.44M 0.5%
124,103
+4,913
45
$7M 0.47%
298,407
+32,841
46
$6.96M 0.47%
250,983
+11,857
47
$6.84M 0.46%
104,860
+1,884
48
$6.79M 0.46%
10,188
-3,880
49
$6.75M 0.45%
211,635
-3,198
50
$6.59M 0.44%
129,864
+33,261
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