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
576
$103K 0.01%
1,987
-196
577
$102K 0.01%
1,980
-9
578
$100K 0.01%
992
+486
579
$100K 0.01%
964
+1
580
$98.7K 0.01%
3,283
+31
581
$98.7K 0.01%
1,495
+1,403
582
$98.2K 0.01%
1,169
-455
583
$97.7K 0.01%
1,068
584
$97.6K 0.01%
4,002
+380
585
$97.3K 0.01%
3,291
+1,571
586
$97.3K 0.01%
2,886
+649
587
$96.9K 0.01%
2,673
+23
588
$96.9K 0.01%
1,457
589
$95.8K 0.01%
3,008
+2,576
590
$95.4K 0.01%
4,243
-32
591
$95.3K 0.01%
172
-6
592
$94.8K 0.01%
785
593
$93.9K 0.01%
3,162
594
$93.6K 0.01%
803
+444
595
$93K 0.01%
40,805
+300
596
$93K 0.01%
461
597
$92.6K 0.01%
452
+1
598
$92.1K 0.01%
1,898
+1,684
599
$92K 0.01%
12,091
+576
600
$91.4K 0.01%
2,250
22 23
24
25 26