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
801
$41K ﹤0.01%
1,219
802
$40.7K ﹤0.01%
1,000
803
$40.5K ﹤0.01%
393
+250
804
$39.9K ﹤0.01%
553
+151
805
$39.8K ﹤0.01%
2,811
806
$39.7K ﹤0.01%
28,343
+750
807
$39.6K ﹤0.01%
1,936
808
$39.6K ﹤0.01%
1,556
+17
809
$39.5K ﹤0.01%
4,120
-1,737
810
$39.4K ﹤0.01%
175
811
$39.4K ﹤0.01%
1,333
-6
812
$39.4K ﹤0.01%
1,762
+17
813
$39.4K ﹤0.01%
390
814
$39.1K ﹤0.01%
245
815
$39K ﹤0.01%
1,863
816
$38.9K ﹤0.01%
1,034
817
$38.9K ﹤0.01%
+425
818
$38.8K ﹤0.01%
1,414
-6
819
$38.8K ﹤0.01%
1,994
-202
820
$38.7K ﹤0.01%
1,315
+3
821
$38.6K ﹤0.01%
300
822
$38.6K ﹤0.01%
169
823
$38.4K ﹤0.01%
216
824
$38.3K ﹤0.01%
1,000
825
$38.3K ﹤0.01%
850
31 32
33
34 35