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
1626
$116 ﹤0.01%
+4
1627
$108 ﹤0.01%
36
-12
1628
$80 ﹤0.01%
4
1629
$68 ﹤0.01%
3
1630
$60 ﹤0.01%
7
1631
$57 ﹤0.01%
6
1632
$50 ﹤0.01%
10
1633
$39 ﹤0.01%
2
1634
$26 ﹤0.01%
5
1635
$8 ﹤0.01%
2
1636
$6 ﹤0.01%
310
1637
– –
0
1638
$3 ﹤0.01%
29
1639
$1 ﹤0.01%
7
1640
– –
-191
1641
– –
-38
1642
– –
0
1643
– –
-700
1644
– –
-120
1645
– –
-50
1646
– –
-37
1647
– –
-100
1648
– –
-51
1649
– –
-165
1650
– –
-16
64 65
66
67 68