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
1576
$568 ﹤0.01%
126
1577
$551 ﹤0.01%
86
1578
$491 ﹤0.01%
520
1579
$481 ﹤0.01%
32
1580
$471 ﹤0.01%
6
1581
$465 ﹤0.01%
50
1582
$458 ﹤0.01%
+3
1583
$454 ﹤0.01%
8
1584
$450 ﹤0.01%
200
1585
$445 ﹤0.01%
5
-5
1586
$443 ﹤0.01%
+9
1587
$419 ﹤0.01%
11
1588
$411 ﹤0.01%
48
1589
$407 ﹤0.01%
10
1590
$367 ﹤0.01%
50
1591
$342 ﹤0.01%
1,100
1592
$331 ﹤0.01%
50
1593
$326 ﹤0.01%
100
1594
$319 ﹤0.01%
3
1595
$307 ﹤0.01%
13
1596
$303 ﹤0.01%
31
1597
$293 ﹤0.01%
250
1598
$276 ﹤0.01%
5
1599
$274 ﹤0.01%
56
1600
$255 ﹤0.01%
5
62 63
64
65 66