CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,138
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.6M
3
+$2.76M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.74M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$2.39M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$4.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.46M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.54M

Sector Composition

1 Technology 4.95%
2 Consumer Discretionary 2.6%
3 Healthcare 2.1%
4 Industrials 1.8%
5 Financials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.34M 0.22%
27,871
-2,099
102
$3.3M 0.22%
66,002
-755
103
$3.3M 0.22%
78,211
+2,164
104
$3.24M 0.22%
41,320
-13,332
105
$3.22M 0.22%
12,414
+1,104
106
$3.17M 0.21%
31,235
-7,882
107
$3.08M 0.21%
33,031
+30,007
108
$2.85M 0.19%
59,059
-10,851
109
$2.84M 0.19%
22,978
+1,047
110
$2.82M 0.19%
11,092
-430
111
$2.79M 0.19%
23,113
-2,952
112
$2.79M 0.19%
37,919
-2,098
113
$2.78M 0.19%
119,544
-10,266
114
$2.75M 0.18%
46,871
+2,483
115
$2.72M 0.18%
108,310
+15,553
116
$2.71M 0.18%
72,705
+1,593
117
$2.68M 0.18%
98,333
+6,593
118
$2.64M 0.18%
14,462
+974
119
$2.61M 0.18%
27,389
+486
120
$2.54M 0.17%
46,360
-1,188
121
$2.48M 0.17%
10,203
+319
122
$2.46M 0.17%
12,632
-4,034
123
$2.44M 0.16%
3,647
-570
124
$2.42M 0.16%
27,048
-21,120
125
$2.4M 0.16%
24,536
-35
3 4
5
6 7