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
551
$118K 0.01%
4,216
+620
552
$116K 0.01%
206
+48
553
$115K 0.01%
1,850
554
$115K 0.01%
2,300
555
$115K 0.01%
20,726
-13,881
556
$114K 0.01%
1,698
+352
557
$114K 0.01%
1,880
-323
558
$114K 0.01%
5,566
+566
559
$113K 0.01%
1,392
-13
560
$112K 0.01%
5,285
-16,216
561
$112K 0.01%
1,767
+83
562
$112K 0.01%
4,279
563
$112K 0.01%
1,707
564
$111K 0.01%
1,328
+2
565
$111K 0.01%
825
566
$110K 0.01%
3,178
+279
567
$110K 0.01%
1,628
+69
568
$110K 0.01%
2,574
569
$109K 0.01%
13,650
+9,250
570
$108K 0.01%
480
-100
571
$108K 0.01%
572
572
$108K 0.01%
1,323
+1
573
$106K 0.01%
2,084
+1,896
574
$104K 0.01%
863
+2
575
$104K 0.01%
5,689
+2,132
21 22
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