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
826
$38.3K ﹤0.01%
340
+1
827
$38.1K ﹤0.01%
3,917
+1,051
828
$38K ﹤0.01%
705
-520
829
$37.8K ﹤0.01%
1,061
+148
830
$37.7K ﹤0.01%
785
-387
831
$37.7K ﹤0.01%
2,988
+2,648
832
$37.7K ﹤0.01%
278
833
$37.7K ﹤0.01%
332
-960
834
$37.6K ﹤0.01%
492
835
$37.4K ﹤0.01%
554
-48
836
$37.4K ﹤0.01%
1,000
837
$36.9K ﹤0.01%
636
+4
838
$36.8K ﹤0.01%
+1,031
839
$36.6K ﹤0.01%
332
-1
840
$36.5K ﹤0.01%
716
841
$36.5K ﹤0.01%
264
842
$36.3K ﹤0.01%
+727
843
$36.3K ﹤0.01%
580
+230
844
$36.3K ﹤0.01%
684
-28
845
$36.2K ﹤0.01%
545
846
$36.2K ﹤0.01%
943
847
$36.1K ﹤0.01%
210
848
$36.1K ﹤0.01%
376
-98
849
$36.1K ﹤0.01%
138
-8
850
$36K ﹤0.01%
1,852
32 33
34
35 36