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
1301
$5.55K ﹤0.01%
250
1302
$5.44K ﹤0.01%
35
1303
$5.42K ﹤0.01%
513
1304
$5.35K ﹤0.01%
105
-373
1305
$5.34K ﹤0.01%
101
1306
$5.32K ﹤0.01%
200
1307
$5.22K ﹤0.01%
168
1308
$5.14K ﹤0.01%
40
1309
$5.13K ﹤0.01%
700
1310
$5.13K ﹤0.01%
210
1311
$5.12K ﹤0.01%
100
1312
$5.08K ﹤0.01%
118
-92
1313
$5.04K ﹤0.01%
39
1314
$4.97K ﹤0.01%
35
+6
1315
$4.91K ﹤0.01%
+77
1316
$4.89K ﹤0.01%
200
1317
$4.85K ﹤0.01%
127
1318
$4.83K ﹤0.01%
20
1319
$4.83K ﹤0.01%
59
1320
$4.81K ﹤0.01%
100
-60
1321
$4.8K ﹤0.01%
449
+161
1322
$4.76K ﹤0.01%
50
1323
$4.76K ﹤0.01%
101
-15
1324
$4.69K ﹤0.01%
121
+1
1325
$4.68K ﹤0.01%
49
51 52
53
54 55