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
926
$27K ﹤0.01%
552
-837
927
$27K ﹤0.01%
212
-3
928
$26.8K ﹤0.01%
229
+1
929
$26.7K ﹤0.01%
460
930
$26.4K ﹤0.01%
922
-15
931
$26.4K ﹤0.01%
4,379
+864
932
$26.3K ﹤0.01%
648
+142
933
$26.3K ﹤0.01%
+1,184
934
$26.2K ﹤0.01%
845
935
$26.2K ﹤0.01%
266
936
$25.9K ﹤0.01%
203
937
$25.8K ﹤0.01%
250
938
$25.7K ﹤0.01%
542
939
$25.6K ﹤0.01%
782
+105
940
$25.6K ﹤0.01%
+565
941
$25.5K ﹤0.01%
1,032
942
$25.4K ﹤0.01%
601
-198
943
$25.3K ﹤0.01%
358
-6
944
$25.2K ﹤0.01%
1,110
945
$25.2K ﹤0.01%
994
946
$25.1K ﹤0.01%
838
+6
947
$25.1K ﹤0.01%
315
+300
948
$25.1K ﹤0.01%
9,347
+3,077
949
$25K ﹤0.01%
38
950
$24.9K ﹤0.01%
470
+20
36 37
38
39 40