CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,138
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.6M
3
+$2.76M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.74M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$2.39M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$4.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.46M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.54M

Sector Composition

1 Technology 4.95%
2 Consumer Discretionary 2.6%
3 Healthcare 2.1%
4 Industrials 1.8%
5 Financials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.53M 0.44%
139,492
+6,410
52
$6.52M 0.44%
121,007
-5,501
53
$6.44M 0.43%
64,689
+2,679
54
$6.42M 0.43%
130,924
+9,367
55
$6.42M 0.43%
53,289
-1,601
56
$6.29M 0.42%
161,985
+13,474
57
$6.28M 0.42%
161,712
+9,362
58
$6.25M 0.42%
31,905
-308
59
$6.07M 0.41%
153,389
+8,169
60
$5.72M 0.38%
55,337
+2,778
61
$5.69M 0.38%
10,983
-341
62
$5.69M 0.38%
89,633
+8,418
63
$5.5M 0.37%
157,468
+6,345
64
$5.43M 0.36%
62,135
-696
65
$5.25M 0.35%
44,366
+24,624
66
$5.25M 0.35%
264,787
+9,779
67
$5.03M 0.34%
10,539
-403
68
$4.97M 0.33%
84,036
+2,973
69
$4.95M 0.33%
35,927
+903
70
$4.9M 0.33%
16,457
-1,404
71
$4.79M 0.32%
30,830
+664
72
$4.77M 0.32%
107,961
+4,500
73
$4.76M 0.32%
195,830
+341
74
$4.71M 0.32%
105,436
+460
75
$4.69M 0.32%
19,289
-844
1 2
3
4 5