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
1951
$306 ﹤0.01%
7
1952
$302 ﹤0.01%
15
1953
$300 ﹤0.01%
1
1954
$298 ﹤0.01%
1
1955
$297 ﹤0.01%
5
1956
$297 ﹤0.01%
5
1957
$297 ﹤0.01%
1
1958
$290 ﹤0.01%
+2
1959
$288 ﹤0.01%
10
1960
$287 ﹤0.01%
5
1961
$278 ﹤0.01%
5
1962
$274 ﹤0.01%
+2
1963
$271 ﹤0.01%
+3
1964
$271 ﹤0.01%
+5
1965
$270 ﹤0.01%
10
1966
$267 ﹤0.01%
+3
1967
$267 ﹤0.01%
2
1968
$259 ﹤0.01%
+4
1969
$258 ﹤0.01%
9
-1,121
1970
$254 ﹤0.01%
1
1971
$249 ﹤0.01%
+10
1972
$246 ﹤0.01%
+1
1973
$245 ﹤0.01%
5
1974
$245 ﹤0.01%
5
1975
$244 ﹤0.01%
+7
77 78
79
80 81