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
1051
$15.2K ﹤0.01%
490
+217
1052
$15.1K ﹤0.01%
545
1053
$14.9K ﹤0.01%
705
-120
1054
$14.8K ﹤0.01%
115
+1
1055
$14.8K ﹤0.01%
2,363
1056
$14.7K ﹤0.01%
344
-31
1057
$14.7K ﹤0.01%
50
1058
$14.7K ﹤0.01%
3,696
1059
$14.7K ﹤0.01%
982
1060
$14.6K ﹤0.01%
302
1061
$14.5K ﹤0.01%
1,970
+33
1062
$14.5K ﹤0.01%
387
1063
$14.4K ﹤0.01%
3,550
1064
$14.4K ﹤0.01%
46
1065
$14.3K ﹤0.01%
133
+50
1066
$14.1K ﹤0.01%
852
-47
1067
$14.1K ﹤0.01%
+100
1068
$14K ﹤0.01%
17
1069
$13.9K ﹤0.01%
+150
1070
$13.9K ﹤0.01%
1,004
+4
1071
$13.9K ﹤0.01%
+500
1072
$13.7K ﹤0.01%
+1,225
1073
$13.7K ﹤0.01%
422
1074
$13.6K ﹤0.01%
2,408
1075
$13.5K ﹤0.01%
1,717
41 42
43
44 45