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
1251
$6.99K ﹤0.01%
5
1252
$6.95K ﹤0.01%
110
+1
1253
$6.95K ﹤0.01%
179
-432
1254
$6.92K ﹤0.01%
83
1255
$6.92K ﹤0.01%
107
+47
1256
$6.92K ﹤0.01%
41
1257
$6.92K ﹤0.01%
92
1258
$6.89K ﹤0.01%
115
1259
$6.86K ﹤0.01%
213
-12
1260
$6.82K ﹤0.01%
564
-1,114
1261
$6.76K ﹤0.01%
150
-300
1262
$6.74K ﹤0.01%
40
1263
$6.66K ﹤0.01%
216
+100
1264
$6.63K ﹤0.01%
1,315
1265
$6.56K ﹤0.01%
1,046
1266
$6.51K ﹤0.01%
151
+14
1267
$6.51K ﹤0.01%
200
+100
1268
$6.51K ﹤0.01%
226
1269
$6.49K ﹤0.01%
29
1270
$6.47K ﹤0.01%
66
1271
$6.44K ﹤0.01%
83
1272
$6.34K ﹤0.01%
885
1273
$6.34K ﹤0.01%
500
-1,500
1274
$6.32K ﹤0.01%
20
1275
$6.32K ﹤0.01%
30
-20
49 50
51
52 53