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
101
$2.27M 0.2%
19,735
+3,662
102
$2.18M 0.19%
28,501
+25,366
103
$2.18M 0.19%
11,941
+10
104
$2.17M 0.19%
23,472
+14,588
105
$2.13M 0.19%
+55,147
106
$2.11M 0.19%
22,973
+1,627
107
$2.06M 0.18%
12,486
+1,936
108
$2.06M 0.18%
9,627
-150
109
$2.05M 0.18%
74,994
+3,434
110
$2.02M 0.18%
18,331
-3,998
111
$2.01M 0.18%
19,634
-136,391
112
$1.98M 0.18%
4,878
+116
113
$1.97M 0.18%
13,507
+9,179
114
$1.92M 0.17%
62,835
+61,644
115
$1.89M 0.17%
4,045
+1,028
116
$1.88M 0.17%
23,927
+1,145
117
$1.84M 0.16%
8,432
+18
118
$1.82M 0.16%
21,630
-21,783
119
$1.8M 0.16%
40,939
+748
120
$1.79M 0.16%
38,194
+23,167
121
$1.75M 0.16%
6,572
+524
122
$1.75M 0.16%
56,570
-40,864
123
$1.73M 0.15%
34,866
-95
124
$1.73M 0.15%
66,534
-4,450
125
$1.72M 0.15%
37,080
-862
3 4
5
6 7