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
526
$131K 0.01%
549
+36
527
$131K 0.01%
2,002
-19
528
$130K 0.01%
5,733
529
$130K 0.01%
3,700
+200
530
$129K 0.01%
3,082
+811
531
$129K 0.01%
1,666
-147
532
$127K 0.01%
3,258
+12
533
$125K 0.01%
3,300
534
$125K 0.01%
1,396
-6,364
535
$124K 0.01%
2,065
-12
536
$124K 0.01%
1,586
+24
537
$124K 0.01%
1,319
+223
538
$122K 0.01%
220
539
$122K 0.01%
6,187
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540
$122K 0.01%
4,130
-299
541
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165
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542
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543
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544
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544
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5,156
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545
$120K 0.01%
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546
$120K 0.01%
390
-40
547
$120K 0.01%
311
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548
$119K 0.01%
304
-53
549
$119K 0.01%
3,250
-1,400
550
$119K 0.01%
2,220
+1
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