CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,138
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.6M
3
+$2.76M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.74M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$2.39M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$4.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.46M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.54M

Sector Composition

1 Technology 4.95%
2 Consumer Discretionary 2.6%
3 Healthcare 2.1%
4 Industrials 1.8%
5 Financials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.66M 0.31%
10,483
-564
77
$4.37M 0.29%
130,858
+923
78
$4.34M 0.29%
91,566
+6,492
79
$4.22M 0.28%
27,166
+4,338
80
$4.05M 0.27%
106,433
+1,609
81
$3.99M 0.27%
24,013
-442
82
$3.98M 0.27%
53,961
-416
83
$3.92M 0.26%
65,206
+3,149
84
$3.85M 0.26%
129,203
+1,585
85
$3.84M 0.26%
76,086
+90
86
$3.83M 0.26%
37,615
-823
87
$3.82M 0.26%
26,824
+652
88
$3.8M 0.26%
147,058
+43,841
89
$3.74M 0.25%
12,735
+516
90
$3.62M 0.24%
53,780
+621
91
$3.59M 0.24%
52,670
+4,348
92
$3.58M 0.24%
90,919
+2,154
93
$3.57M 0.24%
224,292
+5,487
94
$3.45M 0.23%
25,525
+6,019
95
$3.44M 0.23%
10,535
-157
96
$3.41M 0.23%
169,972
+16,318
97
$3.38M 0.23%
16,209
+408
98
$3.38M 0.23%
478,462
+16,705
99
$3.38M 0.23%
31,705
-6,212
100
$3.35M 0.22%
25,497
+2,507
2 3
4
5 6