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
1926
$429 ﹤0.01%
19
1927
$426 ﹤0.01%
3
-665
1928
$414 ﹤0.01%
+12
1929
$406 ﹤0.01%
5
1930
$405 ﹤0.01%
10
1931
$400 ﹤0.01%
5
1932
$381 ﹤0.01%
+2
1933
$380 ﹤0.01%
5
1934
$378 ﹤0.01%
5
1935
$377 ﹤0.01%
1
-150
1936
$377 ﹤0.01%
+4
1937
$375 ﹤0.01%
15
1938
$372 ﹤0.01%
5
1939
$367 ﹤0.01%
5
1940
$347 ﹤0.01%
10
1941
$337 ﹤0.01%
5
-32
1942
$331 ﹤0.01%
+48
1943
$328 ﹤0.01%
5
1944
$328 ﹤0.01%
5
1945
$317 ﹤0.01%
25
1946
$316 ﹤0.01%
5
1947
$316 ﹤0.01%
16
1948
$315 ﹤0.01%
5
1949
$308 ﹤0.01%
1
-18
1950
$307 ﹤0.01%
10
76 77
78
79 80