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
751
$49K ﹤0.01%
4,605
-3,200
752
$48.9K ﹤0.01%
3,438
+772
753
$48.4K ﹤0.01%
1,874
754
$48.3K ﹤0.01%
995
+1
755
$48.3K ﹤0.01%
599
+1
756
$47.8K ﹤0.01%
450
757
$47.7K ﹤0.01%
1,570
+1,072
758
$47.7K ﹤0.01%
179
+90
759
$47.6K ﹤0.01%
306
-40
760
$47.5K ﹤0.01%
624
+586
761
$47.3K ﹤0.01%
1,608
-643
762
$46.9K ﹤0.01%
1,250
763
$46.8K ﹤0.01%
5,566
-2,313
764
$46.7K ﹤0.01%
960
765
$46.7K ﹤0.01%
774
-3,409
766
$46.3K ﹤0.01%
635
767
$46.1K ﹤0.01%
899
-34
768
$45.9K ﹤0.01%
310
-49
769
$45.8K ﹤0.01%
1,166
+6
770
$45.6K ﹤0.01%
1,600
771
$44.9K ﹤0.01%
712
+405
772
$44.9K ﹤0.01%
1,340
-25
773
$44.7K ﹤0.01%
234
774
$44.7K ﹤0.01%
545
+7
775
$44.6K ﹤0.01%
463
+327
29 30
31
32 33