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
901
$29.3K ﹤0.01%
477
+2
902
$29.2K ﹤0.01%
944
+654
903
$29.2K ﹤0.01%
525
904
$29.2K ﹤0.01%
+236
905
$29.2K ﹤0.01%
236
+2
906
$29.1K ﹤0.01%
208
907
$29K ﹤0.01%
2,514
+14
908
$29K ﹤0.01%
698
909
$28.9K ﹤0.01%
210
+150
910
$28.8K ﹤0.01%
+940
911
$28.6K ﹤0.01%
1,229
+2
912
$28.6K ﹤0.01%
2,034
-196
913
$28.6K ﹤0.01%
672
-154
914
$28.1K ﹤0.01%
+73
915
$28K ﹤0.01%
112
916
$28K ﹤0.01%
5,050
917
$27.9K ﹤0.01%
833
+801
918
$27.9K ﹤0.01%
1,000
919
$27.8K ﹤0.01%
332
+2
920
$27.8K ﹤0.01%
300
+5
921
$27.6K ﹤0.01%
200
922
$27.4K ﹤0.01%
207
+20
923
$27.3K ﹤0.01%
263
-294
924
$27.1K ﹤0.01%
681
925
$27.1K ﹤0.01%
656
+9
35 36
37
38 39