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
1701
– –
-10
1702
– –
-7
1703
– –
-331
1704
– –
-1
1705
– –
-7
1706
– –
0
1707
– –
-107
1708
– –
-102
1709
– –
-191
1710
– –
-14
1711
– –
-222
1712
– –
-75
1713
– –
-429
1714
– –
-18
1715
– –
-266
1716
– –
-400
1717
– –
-21
1718
– –
-111
1719
– –
-75
1720
– –
-42
1721
– –
-125
1722
– –
-1,233
1723
– –
-1,514
1724
– –
-155
1725
– –
-91
67 68
69
70 71