CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
State Street Technology Select Sector SPDR ETF
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
951
$24.7K ﹤0.01%
127
952
$24.5K ﹤0.01%
118
-163
953
$24.3K ﹤0.01%
600
954
$24.2K ﹤0.01%
741
955
$24.1K ﹤0.01%
392
956
$24K ﹤0.01%
175
957
$23.9K ﹤0.01%
371
-18
958
$23.9K ﹤0.01%
378
-215
959
$23.7K ﹤0.01%
549
960
$23.6K ﹤0.01%
402
961
$23.5K ﹤0.01%
317
962
$23.5K ﹤0.01%
5,400
963
$23.1K ﹤0.01%
601
-57
964
$23.1K ﹤0.01%
748
965
$22.9K ﹤0.01%
948
+1
966
$22.7K ﹤0.01%
+92
967
$22.4K ﹤0.01%
2,000
968
$22.3K ﹤0.01%
1,544
-1,792
969
$22.2K ﹤0.01%
200
+100
970
$22.2K ﹤0.01%
500
971
$22.2K ﹤0.01%
308
972
$22.1K ﹤0.01%
101
+1
973
$22.1K ﹤0.01%
300
974
$22.1K ﹤0.01%
1,213
+128
975
$22K ﹤0.01%
219
-3,710
37 38
39
40 41