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
76
$3.29M 0.29%
73,599
+4,959
77
$3.16M 0.28%
26,672
-6,013
78
$3.14M 0.28%
26,758
+2,145
79
$3.07M 0.27%
35,787
-2,036
80
$2.98M 0.26%
114,780
+13,410
81
$2.97M 0.26%
77,334
+15,973
82
$2.96M 0.26%
59,615
+10,088
83
$2.86M 0.25%
+145,838
84
$2.72M 0.24%
33,998
-322
85
$2.7M 0.24%
31,462
+29,345
86
$2.65M 0.24%
15,494
+3,670
87
$2.57M 0.23%
8,168
-38
88
$2.56M 0.23%
10,380
+2,731
89
$2.53M 0.23%
10,452
+127
90
$2.52M 0.22%
63,566
+1,147
91
$2.5M 0.22%
10,098
+216
92
$2.48M 0.22%
15,067
+927
93
$2.44M 0.22%
13,360
+11,384
94
$2.42M 0.22%
126,497
+10,406
95
$2.41M 0.21%
41,777
+1,288
96
$2.4M 0.21%
43,556
+766
97
$2.33M 0.21%
36,770
-486
98
$2.3M 0.2%
22,936
-116
99
$2.29M 0.2%
57,458
+12,877
100
$2.29M 0.2%
4,183
-336
2 3
4
5 6