CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
State Street Technology Select Sector SPDR ETF
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
– –
-191
1702
– –
-38
1703
– –
0
1704
– –
-700
1705
– –
-120
1706
– –
-50
1707
– –
-37
1708
– –
-100
1709
– –
-51
1710
– –
-165
1711
– –
0
1712
– –
0
1713
– –
0
1714
– –
0
1715
– –
-13
1716
– –
-6
1717
– –
-55
1718
– –
-200
1719
– –
-31
1720
– –
-52
1721
– –
-273
1722
– –
-102
1723
– –
-100
1724
– –
-102
1725
– –
-100
67 68
69
70 71