CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,138
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.6M
3
+$2.76M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.74M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$2.39M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$4.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.46M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.54M

Sector Composition

1 Technology 4.95%
2 Consumer Discretionary 2.6%
3 Healthcare 2.1%
4 Industrials 1.8%
5 Financials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.85M 0.12%
6,539
+2,311
152
$1.83M 0.12%
73,936
+18,446
153
$1.83M 0.12%
18,905
+1,964
154
$1.81M 0.12%
14,591
+6,950
155
$1.81M 0.12%
9,547
-8,401
156
$1.81M 0.12%
28,130
+945
157
$1.8M 0.12%
57,413
+5,245
158
$1.79M 0.12%
5,433
+282
159
$1.74M 0.12%
34,115
+12,360
160
$1.74M 0.12%
12,369
+10,124
161
$1.69M 0.11%
25,486
+1,218
162
$1.69M 0.11%
61,864
-21,765
163
$1.65M 0.11%
36,108
+2,467
164
$1.63M 0.11%
72,778
-1,565
165
$1.61M 0.11%
5,741
-2
166
$1.6M 0.11%
47,436
+3,155
167
$1.59M 0.11%
10,777
+518
168
$1.57M 0.11%
61,331
+7,362
169
$1.57M 0.11%
21,448
+16,692
170
$1.56M 0.11%
5,411
+906
171
$1.55M 0.1%
14,834
-343
172
$1.53M 0.1%
42,274
+17,246
173
$1.52M 0.1%
16,211
-1,518
174
$1.51M 0.1%
21,280
+900
175
$1.5M 0.1%
20,403
+3,114
5 6
7
8 9