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
1651
– –
-56
1652
– –
0
1653
– –
0
1654
– –
0
1655
– –
0
1656
– –
-13
1657
– –
-6
1658
– –
-55
1659
– –
-200
1660
– –
-31
1661
– –
-1,314
1662
– –
0
1663
– –
-345
1664
– –
-17
1665
– –
-377
1666
– –
-10
1667
– –
-2
1668
– –
-120
1669
– –
-7
1670
– –
-219
1671
– –
-10,446
1672
– –
0
1673
– –
-40
1674
– –
-16
1675
– –
-46
65 66
67
68 69