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
776
$44.5K ﹤0.01%
2,027
777
$44.4K ﹤0.01%
180
+132
778
$44.3K ﹤0.01%
2,227
+332
779
$44K ﹤0.01%
413
+4
780
$43.5K ﹤0.01%
539
+142
781
$43.4K ﹤0.01%
668
782
$43.1K ﹤0.01%
145
+80
783
$42.8K ﹤0.01%
900
-550
784
$42.6K ﹤0.01%
1,983
+5
785
$42.6K ﹤0.01%
2,000
786
$42.5K ﹤0.01%
788
+1
787
$42.3K ﹤0.01%
307
+200
788
$42.1K ﹤0.01%
433
+1
789
$42K ﹤0.01%
3,966
-919
790
$41.9K ﹤0.01%
406
791
$41.9K ﹤0.01%
53
-9
792
$41.8K ﹤0.01%
1,769
+129
793
$41.5K ﹤0.01%
213
-172
794
$41.5K ﹤0.01%
249
+159
795
$41.4K ﹤0.01%
708
796
$41.3K ﹤0.01%
773
+7
797
$41.2K ﹤0.01%
1,843
798
$41.2K ﹤0.01%
1,509
-1,955
799
$41.1K ﹤0.01%
822
-261
800
$41K ﹤0.01%
303
+208
30 31
32
33 34