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
1501
$1.71K ﹤0.01%
97
1502
$1.66K ﹤0.01%
61
+1
1503
$1.65K ﹤0.01%
+51
1504
$1.65K ﹤0.01%
23
1505
$1.6K ﹤0.01%
13
-13
1506
$1.6K ﹤0.01%
174
+1
1507
$1.58K ﹤0.01%
200
1508
$1.55K ﹤0.01%
42
1509
$1.51K ﹤0.01%
102
1510
$1.5K ﹤0.01%
146
1511
$1.5K ﹤0.01%
150
-150
1512
$1.49K ﹤0.01%
16
1513
$1.49K ﹤0.01%
33
-100
1514
$1.48K ﹤0.01%
100
1515
$1.47K ﹤0.01%
400
1516
$1.45K ﹤0.01%
7
1517
$1.44K ﹤0.01%
60
1518
$1.37K ﹤0.01%
11
1519
$1.34K ﹤0.01%
3
1520
$1.33K ﹤0.01%
300
1521
$1.3K ﹤0.01%
40
1522
$1.29K ﹤0.01%
32
-393
1523
$1.26K ﹤0.01%
50
1524
$1.23K ﹤0.01%
+52
1525
$1.22K ﹤0.01%
12
59 60
61
62 63