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
1026
$17.3K ﹤0.01%
200
1027
$17.3K ﹤0.01%
1,017
+8
1028
$17.2K ﹤0.01%
273
1029
$17.2K ﹤0.01%
130
1030
$17.2K ﹤0.01%
850
1031
$17.1K ﹤0.01%
854
1032
$17.1K ﹤0.01%
372
1033
$17.1K ﹤0.01%
1,479
1034
$17.1K ﹤0.01%
257
+1
1035
$17K ﹤0.01%
123
+47
1036
$17K ﹤0.01%
150
-100
1037
$16.9K ﹤0.01%
128
+1
1038
$16.9K ﹤0.01%
515
+4
1039
$16.8K ﹤0.01%
600
1040
$16.7K ﹤0.01%
481
1041
$16.7K ﹤0.01%
486
1042
$16.6K ﹤0.01%
400
1043
$16.2K ﹤0.01%
211
1044
$16.1K ﹤0.01%
406
+3
1045
$16K ﹤0.01%
693
1046
$15.9K ﹤0.01%
165
1047
$15.6K ﹤0.01%
124
1048
$15.5K ﹤0.01%
700
1049
$15.3K ﹤0.01%
2,000
1050
$15.2K ﹤0.01%
2
40 41
42
43 44