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
151
$1.37M 0.12%
11,219
+8,488
152
$1.35M 0.12%
23,275
+2,259
153
$1.34M 0.12%
14,899
+1,109
154
$1.33M 0.12%
5,203
-24
155
$1.31M 0.12%
81,511
-1,162
156
$1.27M 0.11%
16,401
+175
157
$1.27M 0.11%
1,492
-83
158
$1.26M 0.11%
8,826
+30
159
$1.24M 0.11%
19,432
+77
160
$1.24M 0.11%
23,310
-8,650
161
$1.23M 0.11%
5,596
+404
162
$1.21M 0.11%
7,345
-31
163
$1.16M 0.1%
10,929
-154
164
$1.12M 0.1%
47,899
+1,024
165
$1.1M 0.1%
4,810
+96
166
$1.1M 0.1%
28,904
-13,996
167
$1.09M 0.1%
39,131
+8,284
168
$1.09M 0.1%
14,504
+1,814
169
$1.08M 0.1%
7,409
+813
170
$1.08M 0.1%
46,568
+69
171
$1.07M 0.1%
7,840
-1,455
172
$1.06M 0.09%
10,547
+1,261
173
$1.06M 0.09%
5,226
+578
174
$1.04M 0.09%
34,247
+11,320
175
$1.04M 0.09%
5,719
+808
5 6
7
8 9