CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$16.3M
2
+$12.7M
3
+$7.33M
4
EDIV icon
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
+$3.7M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.14M

Top Sells

1
+$15.3M
2
+$13.9M
3
+$7.59M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$3.47M
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
1726
– –
-155
1727
– –
-91
1728
– –
-150
1729
– –
-32
1730
– –
-20
1731
– –
-4
1732
– –
-80
1733
– –
0
1734
– –
-6
1735
– –
-11
1736
– –
-112
1737
– –
-11
1738
– –
-133
1739
– –
-892
1740
– –
-90
1741
– –
-38
1742
– –
-200
1743
– –
0
1744
– –
-1,242
1745
– –
-41
1746
– –
-13
1747
– –
-395
1748
– –
0
1749
– –
-286
1750
$0 ﹤0.01%
+50
67 68 69
70
71