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
626
$82.3K 0.01%
1,335
-345
627
$82K 0.01%
2,196
+1,923
628
$81.9K 0.01%
80
629
$81.2K 0.01%
1,603
-19,323
630
$80.8K 0.01%
475
631
$80.3K 0.01%
2,160
+500
632
$80.2K 0.01%
958
+921
633
$79.9K 0.01%
178
+62
634
$79.8K 0.01%
263
+231
635
$79.6K 0.01%
723
+291
636
$79.5K 0.01%
6,600
637
$78.4K 0.01%
3,998
638
$78.3K 0.01%
783
-10,459
639
$78.3K 0.01%
1,119
-1,728
640
$78.3K 0.01%
1,537
+150
641
$78.1K 0.01%
1,948
642
$78K 0.01%
1,030
643
$77.9K 0.01%
7,000
+1,500
644
$77.8K 0.01%
2,219
+483
645
$77.4K 0.01%
2,620
+6
646
$76K 0.01%
2,671
+109
647
$75.5K 0.01%
5,352
-43
648
$74.9K 0.01%
2,405
-22
649
$74.3K 0.01%
944
+808
650
$74.1K 0.01%
1,516
+1,433
24 25
26
27 28