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
1451
$2.58K ﹤0.01%
15
1452
$2.57K ﹤0.01%
+150
1453
$2.57K ﹤0.01%
122
1454
$2.56K ﹤0.01%
1,100
+100
1455
$2.56K ﹤0.01%
241
1456
$2.56K ﹤0.01%
96
1457
$2.53K ﹤0.01%
11
1458
$2.52K ﹤0.01%
42
1459
$2.52K ﹤0.01%
47
1460
$2.51K ﹤0.01%
46
-198
1461
$2.48K ﹤0.01%
+25
1462
$2.35K ﹤0.01%
54
1463
$2.32K ﹤0.01%
50
-1,345
1464
$2.32K ﹤0.01%
56
-36
1465
$2.3K ﹤0.01%
13
1466
$2.27K ﹤0.01%
100
1467
$2.23K ﹤0.01%
+80
1468
$2.17K ﹤0.01%
42
1469
$2.16K ﹤0.01%
+7
1470
$2.07K ﹤0.01%
72
1471
$2.06K ﹤0.01%
109
+1
1472
$2.06K ﹤0.01%
26
1473
$2.06K ﹤0.01%
+81
1474
$2.06K ﹤0.01%
13
-2
1475
$2.03K ﹤0.01%
97
-18
57 58
59
60 61