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
1001
$19.5K ﹤0.01%
200
1002
$19.3K ﹤0.01%
174
+1
1003
$19.2K ﹤0.01%
800
1004
$19.2K ﹤0.01%
850
1005
$19.2K ﹤0.01%
800
1006
$19.1K ﹤0.01%
381
1007
$19.1K ﹤0.01%
677
1008
$19K ﹤0.01%
354
+1
1009
$19K ﹤0.01%
144
1010
$19K ﹤0.01%
502
+1
1011
$18.8K ﹤0.01%
1,819
1012
$18.7K ﹤0.01%
200
1013
$18.7K ﹤0.01%
63
1014
$18.6K ﹤0.01%
36
1015
$18.5K ﹤0.01%
850
1016
$18.5K ﹤0.01%
1,129
+20
1017
$18.2K ﹤0.01%
208
1018
$18.2K ﹤0.01%
630
1019
$18.1K ﹤0.01%
1,501
-668
1020
$18K ﹤0.01%
291
-150
1021
$17.9K ﹤0.01%
769
+9
1022
$17.7K ﹤0.01%
361
-29
1023
$17.7K ﹤0.01%
+352
1024
$17.6K ﹤0.01%
2,368
+539
1025
$17.6K ﹤0.01%
811
+6
39 40
41
42 43