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
1526
$1.22K ﹤0.01%
13
-103
1527
$1.21K ﹤0.01%
46
1528
$1.21K ﹤0.01%
35
-380
1529
$1.19K ﹤0.01%
52
1530
$1.18K ﹤0.01%
12
1531
$1.16K ﹤0.01%
+82
1532
$1.15K ﹤0.01%
26
+15
1533
$1.12K ﹤0.01%
23
1534
$1.11K ﹤0.01%
80
1535
$1.11K ﹤0.01%
22
1536
$1.07K ﹤0.01%
27
-46
1537
$1.04K ﹤0.01%
23
+16
1538
$1.03K ﹤0.01%
637
1539
$1.01K ﹤0.01%
51
1540
$1K ﹤0.01%
45
-60
1541
$990 ﹤0.01%
113
-113
1542
$983 ﹤0.01%
100
1543
$924 ﹤0.01%
39
1544
$912 ﹤0.01%
105
1545
$906 ﹤0.01%
18
1546
$897 ﹤0.01%
12
1547
$894 ﹤0.01%
24
1548
$883 ﹤0.01%
224
+24
1549
$879 ﹤0.01%
100
1550
$870 ﹤0.01%
12
60 61
62
63 64