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
476
$162K 0.01%
2,614
477
$162K 0.01%
14,802
+800
478
$161K 0.01%
4,539
+218
479
$160K 0.01%
247
+28
480
$160K 0.01%
3,665
+170
481
$159K 0.01%
911
-61
482
$159K 0.01%
2,997
-361
483
$159K 0.01%
901
+129
484
$156K 0.01%
2,754
+46
485
$156K 0.01%
4,689
-1,731
486
$156K 0.01%
3,048
+17
487
$155K 0.01%
362
488
$154K 0.01%
1,837
-322
489
$154K 0.01%
2,206
-208
490
$153K 0.01%
2,526
-6,222
491
$153K 0.01%
1,464
-58
492
$152K 0.01%
565
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493
$152K 0.01%
9,120
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494
$152K 0.01%
4,144
+1,102
495
$150K 0.01%
5,381
+682
496
$150K 0.01%
5,888
+61
497
$149K 0.01%
855
-75
498
$148K 0.01%
4,054
-200
499
$147K 0.01%
4,725
500
$146K 0.01%
4,380
-11,945
18 19
20
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