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
1901
$606 ﹤0.01%
260
1902
$603 ﹤0.01%
8
1903
$599 ﹤0.01%
3
1904
$571 ﹤0.01%
14
1905
$571 ﹤0.01%
16
1906
$570 ﹤0.01%
14
1907
$567 ﹤0.01%
1
1908
$567 ﹤0.01%
15
1909
$566 ﹤0.01%
22
1910
$566 ﹤0.01%
18
1911
$558 ﹤0.01%
10
1912
$552 ﹤0.01%
16
1913
$544 ﹤0.01%
9
-103
1914
$533 ﹤0.01%
56
1915
$492 ﹤0.01%
3
1916
$486 ﹤0.01%
65
1917
$485 ﹤0.01%
3
1918
$473 ﹤0.01%
13
1919
$467 ﹤0.01%
+9
1920
$466 ﹤0.01%
5
1921
$465 ﹤0.01%
+84
1922
$451 ﹤0.01%
86
1923
$449 ﹤0.01%
2
1924
$447 ﹤0.01%
5
1925
$432 ﹤0.01%
10
75 76
77
78 79