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
501
$146K 0.01%
5,821
-523
502
$145K 0.01%
3,355
+27
503
$143K 0.01%
2,600
+21
504
$143K 0.01%
6,673
+2,579
505
$143K 0.01%
733
+101
506
$142K 0.01%
3,531
507
$142K 0.01%
1,136
+531
508
$142K 0.01%
1,516
-745
509
$142K 0.01%
2,490
+100
510
$141K 0.01%
1,258
-94
511
$139K 0.01%
10,180
+4,240
512
$139K 0.01%
1,779
-20
513
$139K 0.01%
3,268
+63
514
$139K 0.01%
2,522
+79
515
$138K 0.01%
16,845
+214
516
$138K 0.01%
2,102
+270
517
$138K 0.01%
979
-14
518
$137K 0.01%
903
519
$136K 0.01%
2,657
520
$135K 0.01%
3,874
+45
521
$135K 0.01%
4,950
+4,750
522
$133K 0.01%
2,151
+139
523
$132K 0.01%
1,026
+169
524
$132K 0.01%
4,596
+445
525
$131K 0.01%
1,926
+373
19 20
21
22 23