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
1401
$3.3K ﹤0.01%
142
1402
$3.3K ﹤0.01%
125
1403
$3.29K ﹤0.01%
18
1404
$3.29K ﹤0.01%
+36
1405
$3.29K ﹤0.01%
190
1406
$3.27K ﹤0.01%
209
1407
$3.27K ﹤0.01%
112
+1
1408
$3.23K ﹤0.01%
27
1409
$3.23K ﹤0.01%
100
1410
$3.22K ﹤0.01%
75
1411
$3.21K ﹤0.01%
+118
1412
$3.2K ﹤0.01%
22
1413
$3.19K ﹤0.01%
46
1414
$3.15K ﹤0.01%
45
1415
$3.14K ﹤0.01%
35
1416
$3.13K ﹤0.01%
120
1417
$3.13K ﹤0.01%
20
1418
$3.08K ﹤0.01%
+64
1419
$3.08K ﹤0.01%
+20
1420
$3.05K ﹤0.01%
150
1421
$3.04K ﹤0.01%
13
1422
$3.02K ﹤0.01%
128
-58
1423
$3.02K ﹤0.01%
100
1424
$3K ﹤0.01%
135
1425
$3K ﹤0.01%
43
+1
55 56
57
58 59