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
1601
$216 ﹤0.01%
+2
1602
$200 ﹤0.01%
20
1603
$196 ﹤0.01%
10
1604
$195 ﹤0.01%
+4
1605
$193 ﹤0.01%
17
1606
$188 ﹤0.01%
113
+41
1607
$172 ﹤0.01%
25
1608
$164 ﹤0.01%
17
1609
$162 ﹤0.01%
35
1610
$162 ﹤0.01%
+30
1611
$162 ﹤0.01%
11
1612
$158 ﹤0.01%
30
1613
$158 ﹤0.01%
+29
1614
$152 ﹤0.01%
12
1615
$149 ﹤0.01%
135
1616
$146 ﹤0.01%
3
1617
$146 ﹤0.01%
+6
1618
$145 ﹤0.01%
43
1619
$142 ﹤0.01%
100
1620
$141 ﹤0.01%
+40
1621
$140 ﹤0.01%
39
+1
1622
$136 ﹤0.01%
6
1623
$133 ﹤0.01%
5
1624
$130 ﹤0.01%
3
-2
1625
$130 ﹤0.01%
100
63 64
65
66 67