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
1426
$3K ﹤0.01%
85
-914
1427
$2.99K ﹤0.01%
110
+4
1428
$2.99K ﹤0.01%
11
1429
$2.96K ﹤0.01%
80
1430
$2.95K ﹤0.01%
68
1431
$2.9K ﹤0.01%
170
-95
1432
$2.88K ﹤0.01%
124
1433
$2.88K ﹤0.01%
34
1434
$2.87K ﹤0.01%
25
1435
$2.84K ﹤0.01%
48
1436
$2.79K ﹤0.01%
64
1437
$2.77K ﹤0.01%
96
-31
1438
$2.76K ﹤0.01%
100
1439
$2.75K ﹤0.01%
10
-20
1440
$2.71K ﹤0.01%
37
-66
1441
$2.69K ﹤0.01%
85
1442
$2.67K ﹤0.01%
+100
1443
$2.66K ﹤0.01%
167
1444
$2.66K ﹤0.01%
54
1445
$2.64K ﹤0.01%
298
1446
$2.62K ﹤0.01%
24
1447
$2.61K ﹤0.01%
19
1448
$2.61K ﹤0.01%
104
1449
$2.61K ﹤0.01%
145
1450
$2.58K ﹤0.01%
100
56 57
58
59 60