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
1226
$7.66K ﹤0.01%
642
1227
$7.65K ﹤0.01%
192
1228
$7.63K ﹤0.01%
134
-12
1229
$7.57K ﹤0.01%
210
1230
$7.52K ﹤0.01%
232
-53
1231
$7.52K ﹤0.01%
400
+200
1232
$7.5K ﹤0.01%
190
+1
1233
$7.46K ﹤0.01%
88
-154
1234
$7.46K ﹤0.01%
200
+100
1235
$7.45K ﹤0.01%
559
+2
1236
$7.44K ﹤0.01%
106
1237
$7.39K ﹤0.01%
533
-278
1238
$7.36K ﹤0.01%
100
1239
$7.34K ﹤0.01%
39
1240
$7.32K ﹤0.01%
104
1241
$7.31K ﹤0.01%
154
1242
$7.31K ﹤0.01%
17
1243
$7.28K ﹤0.01%
256
+2
1244
$7.27K ﹤0.01%
30
1245
$7.27K ﹤0.01%
50
1246
$7.26K ﹤0.01%
+200
1247
$7.25K ﹤0.01%
30
1248
$7.18K ﹤0.01%
122
+1
1249
$7.08K ﹤0.01%
184
1250
$7.05K ﹤0.01%
76
-178
48 49
50
51 52