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
726
$56.5K 0.01%
116
+54
727
$56.3K 0.01%
+328
728
$55.5K ﹤0.01%
1,500
729
$55.4K ﹤0.01%
496
730
$55.2K ﹤0.01%
778
+697
731
$55.1K ﹤0.01%
1,790
732
$53.8K ﹤0.01%
650
733
$53.6K ﹤0.01%
+10,000
734
$53.6K ﹤0.01%
65
+38
735
$53.5K ﹤0.01%
1,194
-10
736
$52.4K ﹤0.01%
681
737
$52.3K ﹤0.01%
1,559
-25
738
$52.2K ﹤0.01%
705
739
$52.2K ﹤0.01%
1,989
+10
740
$52.1K ﹤0.01%
135
-100
741
$52K ﹤0.01%
+800
742
$51.9K ﹤0.01%
1,250
743
$51.6K ﹤0.01%
12,752
+209
744
$51.5K ﹤0.01%
13
745
$50.8K ﹤0.01%
430
+238
746
$50.6K ﹤0.01%
1,875
-425
747
$50.5K ﹤0.01%
252
+1
748
$50.3K ﹤0.01%
1,216
+107
749
$49.8K ﹤0.01%
2,000
750
$49.1K ﹤0.01%
1,000
28 29
30
31 32