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
126
$1.67M 0.15%
38,709
-1,843
127
$1.64M 0.15%
28,597
-44
128
$1.62M 0.14%
5,181
+41
129
$1.59M 0.14%
23,352
+486
130
$1.56M 0.14%
15,714
+266
131
$1.56M 0.14%
37,736
+3,559
132
$1.55M 0.14%
9,535
-226
133
$1.54M 0.14%
21,128
-4,881
134
$1.53M 0.14%
14,370
-5,426
135
$1.53M 0.14%
7,740
+718
136
$1.51M 0.13%
27,368
-20
137
$1.5M 0.13%
18,708
-204,652
138
$1.49M 0.13%
1,032,498
+225,917
139
$1.48M 0.13%
15,371
-29
140
$1.47M 0.13%
9,943
-554
141
$1.46M 0.13%
6,474
+2,108
142
$1.45M 0.13%
5,014
-33
143
$1.45M 0.13%
7,941
144
$1.45M 0.13%
29,830
-906
145
$1.44M 0.13%
7,876
+163
146
$1.44M 0.13%
14,378
+11,251
147
$1.43M 0.13%
66,762
+3,171
148
$1.4M 0.12%
12,807
+6,343
149
$1.39M 0.12%
22,036
+209
150
$1.38M 0.12%
45,142
+4,248
4 5
6
7 8