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
851
$35.9K ﹤0.01%
1,243
852
$35.4K ﹤0.01%
1,200
853
$35.4K ﹤0.01%
262
-1,764
854
$35.2K ﹤0.01%
544
-92
855
$35.2K ﹤0.01%
1,000
856
$35K ﹤0.01%
894
857
$34.9K ﹤0.01%
1,435
858
$34.8K ﹤0.01%
356
859
$34.8K ﹤0.01%
359
+136
860
$34.8K ﹤0.01%
228
861
$34.7K ﹤0.01%
64
+48
862
$34.6K ﹤0.01%
604
+7
863
$34.3K ﹤0.01%
90
864
$34.3K ﹤0.01%
472
865
$34.3K ﹤0.01%
462
-229
866
$34.2K ﹤0.01%
168
867
$33.9K ﹤0.01%
553
-162
868
$33.8K ﹤0.01%
262
+1
869
$33.7K ﹤0.01%
2,189
870
$33.3K ﹤0.01%
666
-265
871
$33.2K ﹤0.01%
870
-300
872
$33.2K ﹤0.01%
157
+118
873
$33.1K ﹤0.01%
900
874
$32.6K ﹤0.01%
931
+2
875
$32.6K ﹤0.01%
650
33 34
35
36 37