CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,138
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.6M
3
+$2.76M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.74M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$2.39M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$4.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.46M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.54M

Sector Composition

1 Technology 4.95%
2 Consumer Discretionary 2.6%
3 Healthcare 2.1%
4 Industrials 1.8%
5 Financials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.34M 0.16%
24,566
+2,012
127
$2.33M 0.16%
9,330
+1,733
128
$2.3M 0.15%
+40,405
129
$2.25M 0.15%
69,610
+18,470
130
$2.24M 0.15%
18,700
-2,934
131
$2.24M 0.15%
7,622
+446
132
$2.21M 0.15%
32,965
+1,946
133
$2.14M 0.14%
46,150
+5,726
134
$2.13M 0.14%
13,834
-927
135
$2.09M 0.14%
32,308
-274
136
$2.09M 0.14%
73,961
-9,010
137
$2.05M 0.14%
16,928
+116
138
$2.04M 0.14%
63,437
-778
139
$2.04M 0.14%
77,417
+9,804
140
$2M 0.13%
7,097
+515
141
$2M 0.13%
7,339
+2,772
142
$1.99M 0.13%
81,735
+23,375
143
$1.98M 0.13%
2,144
-265
144
$1.96M 0.13%
3,908
-70
145
$1.95M 0.13%
17,019
+1,256
146
$1.93M 0.13%
47,123
+19,461
147
$1.9M 0.13%
18,061
-161
148
$1.89M 0.13%
40,531
-14,880
149
$1.88M 0.13%
16,664
+5,567
150
$1.86M 0.13%
37,749
+1,063
4 5
6
7 8