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
1551
$836 ﹤0.01%
37
+6
1552
$834 ﹤0.01%
10
1553
$815 ﹤0.01%
16
1554
$806 ﹤0.01%
27
1555
$806 ﹤0.01%
240
-120
1556
$804 ﹤0.01%
45
1557
$799 ﹤0.01%
17
1558
$776 ﹤0.01%
2
1559
$760 ﹤0.01%
23
1560
$758 ﹤0.01%
41
1561
$754 ﹤0.01%
7
1562
$745 ﹤0.01%
39
-8
1563
$738 ﹤0.01%
65
-55
1564
$715 ﹤0.01%
44
1565
$710 ﹤0.01%
29
+21
1566
$705 ﹤0.01%
6
1567
$704 ﹤0.01%
21
1568
$690 ﹤0.01%
+17
1569
$665 ﹤0.01%
+5
1570
$632 ﹤0.01%
98
1571
$601 ﹤0.01%
100
1572
$595 ﹤0.01%
10
1573
$579 ﹤0.01%
20
1574
$576 ﹤0.01%
26
-236
1575
$575 ﹤0.01%
5
61 62
63
64 65