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
701
$61.9K 0.01%
2,756
702
$61.8K 0.01%
2,867
+825
703
$61.8K 0.01%
+655
704
$61.7K 0.01%
592
705
$61.4K 0.01%
1,956
+980
706
$60.6K 0.01%
365
+1
707
$60.6K 0.01%
380
-19
708
$60.5K 0.01%
2,055
+1,804
709
$60.2K 0.01%
768
+12
710
$60K 0.01%
650
+107
711
$60K 0.01%
7,348
-5,973
712
$59.8K 0.01%
186
+84
713
$59.7K 0.01%
306
+1
714
$59.6K 0.01%
2,240
+166
715
$59.3K 0.01%
391
+195
716
$59.3K 0.01%
20
717
$59.1K 0.01%
3,760
718
$58.4K 0.01%
716
-2
719
$58.2K 0.01%
133
+51
720
$58.1K 0.01%
323
+53
721
$57.8K 0.01%
115
+38
722
$57.2K 0.01%
834
723
$57.2K 0.01%
1,193
+3
724
$57.1K 0.01%
1,462
+7
725
$56.6K 0.01%
2,200
-141
27 28
29
30 31