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
601
$91.2K 0.01%
3,076
+132
602
$90.9K 0.01%
2,695
-315
603
$90.8K 0.01%
61
+23
604
$90.3K 0.01%
265
605
$90.1K 0.01%
3,037
+38
606
$89.7K 0.01%
1,891
-1
607
$88.8K 0.01%
6,977
+250
608
$88.4K 0.01%
2,024
+1,886
609
$87.8K 0.01%
1,968
+1
610
$87.7K 0.01%
644
-20
611
$87.4K 0.01%
820
+150
612
$87.4K 0.01%
3,292
-386
613
$87.1K 0.01%
3,713
-90,444
614
$86.7K 0.01%
299
+99
615
$86.6K 0.01%
655
-50
616
$86.3K 0.01%
2,390
-425
617
$85.3K 0.01%
1,615
+84
618
$85K 0.01%
+1,607
619
$84.3K 0.01%
3,482
+36
620
$83.5K 0.01%
2,300
621
$83.4K 0.01%
1,540
-100
622
$83.2K 0.01%
265
623
$82.6K 0.01%
3,696
+1,579
624
$82.5K 0.01%
6,149
+856
625
$82.4K 0.01%
2,019
-975
23 24
25
26 27