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
1201
$8.37K ﹤0.01%
225
-34
1202
$8.37K ﹤0.01%
378
1203
$8.35K ﹤0.01%
211
1204
$8.31K ﹤0.01%
59
1205
$8.31K ﹤0.01%
+127
1206
$8.3K ﹤0.01%
64
1207
$8.26K ﹤0.01%
140
1208
$8.26K ﹤0.01%
48
-25
1209
$8.24K ﹤0.01%
276
+5
1210
$8.19K ﹤0.01%
151
+1
1211
$8.16K ﹤0.01%
66
1212
$8.07K ﹤0.01%
76
1213
$8.06K ﹤0.01%
27
-18
1214
$8.06K ﹤0.01%
666
1215
$8.05K ﹤0.01%
40
1216
$8.02K ﹤0.01%
970
-68
1217
$7.96K ﹤0.01%
200
1218
$7.96K ﹤0.01%
45
1219
$7.96K ﹤0.01%
67
-57
1220
$7.89K ﹤0.01%
145
+11
1221
$7.89K ﹤0.01%
300
1222
$7.87K ﹤0.01%
477
+9
1223
$7.81K ﹤0.01%
120
-50
1224
$7.76K ﹤0.01%
97
1225
$7.67K ﹤0.01%
75
47 48
49
50 51