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
51
$5.17M 0.46%
71,164
+902
52
$4.98M 0.44%
61,502
+4,369
53
$4.86M 0.43%
213,298
+19,834
54
$4.82M 0.43%
66,925
+588
55
$4.78M 0.43%
52,424
+16,009
56
$4.29M 0.38%
304,878
+1,484
57
$4.22M 0.38%
83,605
+1,152
58
$4.16M 0.37%
35,039
+2,431
59
$4.08M 0.36%
202,914
+6,461
60
$4.01M 0.36%
106,486
-93,144
61
$3.97M 0.35%
92,278
+5,763
62
$3.91M 0.35%
96,322
+5,436
63
$3.78M 0.34%
+106,972
64
$3.78M 0.34%
69,321
-135,741
65
$3.76M 0.33%
11,282
+246
66
$3.67M 0.33%
73,157
-910
67
$3.58M 0.32%
63,231
+2,744
68
$3.52M 0.31%
19,331
+183
69
$3.5M 0.31%
62,534
+1,478
70
$3.5M 0.31%
56,036
+876
71
$3.47M 0.31%
82,281
+5,167
72
$3.39M 0.3%
13,556
+19
73
$3.38M 0.3%
32,872
+852
74
$3.37M 0.3%
74,566
+6,713
75
$3.34M 0.3%
85,616
+11,048
1 2
3
4 5