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
1101
$12K ﹤0.01%
301
+277
1102
$12K ﹤0.01%
533
-288
1103
$12K ﹤0.01%
218
-40
1104
$11.9K ﹤0.01%
405
+202
1105
$11.9K ﹤0.01%
302
1106
$11.8K ﹤0.01%
461
1107
$11.8K ﹤0.01%
477
-376
1108
$11.8K ﹤0.01%
300
1109
$11.8K ﹤0.01%
15
1110
$11.8K ﹤0.01%
342
1111
$11.7K ﹤0.01%
412
-244
1112
$11.7K ﹤0.01%
167
+47
1113
$11.7K ﹤0.01%
144
+1
1114
$11.6K ﹤0.01%
104
1115
$11.6K ﹤0.01%
35
1116
$11.6K ﹤0.01%
103
-310
1117
$11.5K ﹤0.01%
146
+1
1118
$11.4K ﹤0.01%
+292
1119
$11.4K ﹤0.01%
108
1120
$11.3K ﹤0.01%
36
-165
1121
$11.3K ﹤0.01%
173
1122
$11.3K ﹤0.01%
62
1123
$11.3K ﹤0.01%
1,700
1124
$11.2K ﹤0.01%
500
-474
1125
$11.2K ﹤0.01%
286
+4
43 44
45
46 47