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
1376
$3.9K ﹤0.01%
95
1377
$3.88K ﹤0.01%
100
1378
$3.87K ﹤0.01%
235
-146
1379
$3.85K ﹤0.01%
100
1380
$3.83K ﹤0.01%
285
+86
1381
$3.83K ﹤0.01%
3
1382
$3.74K ﹤0.01%
31
1383
$3.73K ﹤0.01%
1,600
-1,750
1384
$3.69K ﹤0.01%
+65
1385
$3.66K ﹤0.01%
95
1386
$3.62K ﹤0.01%
130
1387
$3.61K ﹤0.01%
+200
1388
$3.6K ﹤0.01%
+74
1389
$3.57K ﹤0.01%
106
1390
$3.56K ﹤0.01%
25
1391
$3.55K ﹤0.01%
13
1392
$3.55K ﹤0.01%
100
1393
$3.54K ﹤0.01%
58
+1
1394
$3.52K ﹤0.01%
140
1395
$3.47K ﹤0.01%
250
1396
$3.46K ﹤0.01%
54
1397
$3.44K ﹤0.01%
96
1398
$3.43K ﹤0.01%
+265
1399
$3.42K ﹤0.01%
120
1400
$3.33K ﹤0.01%
10,000
54 55
56
57 58