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
1826
$873 ﹤0.01%
26
1827
$854 ﹤0.01%
33
1828
$854 ﹤0.01%
20
1829
$833 ﹤0.01%
4
1830
$833 ﹤0.01%
3
1831
$826 ﹤0.01%
10
1832
$826 ﹤0.01%
135
-1,000
1833
$824 ﹤0.01%
20
1834
$819 ﹤0.01%
17
1835
$815 ﹤0.01%
11
1836
$814 ﹤0.01%
5
1837
$809 ﹤0.01%
18
1838
$808 ﹤0.01%
18
1839
$806 ﹤0.01%
+11
1840
$805 ﹤0.01%
21
1841
$799 ﹤0.01%
5
1842
$797 ﹤0.01%
+103
1843
$796 ﹤0.01%
5
1844
$796 ﹤0.01%
18
1845
$795 ﹤0.01%
6
1846
$795 ﹤0.01%
+12
1847
$790 ﹤0.01%
33
1848
$789 ﹤0.01%
17
1849
$785 ﹤0.01%
3
1850
$782 ﹤0.01%
+6
72 73
74
75 76