CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
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
+$17.4M
2
+$12.7M
3
+$7.64M
4
EDIV icon
SPDR S&P Emerging Markets Dividend ETF
EDIV
+$3.78M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.37M

Top Sells

1
+$16.4M
2
+$14M
3
+$7.39M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.51M
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
176
$1.03M 0.09%
42,325
-82,158
177
$1.03M 0.09%
30,794
+24,263
178
$1.02M 0.09%
38,247
+190
179
$985K 0.09%
3,819
+353
180
$969K 0.09%
46,068
-346
181
$952K 0.08%
5,506
+1,430
182
$951K 0.08%
10,062
+801
183
$951K 0.08%
15,990
-350
184
$938K 0.08%
5,199
+486
185
$933K 0.08%
1,845
+321
186
$932K 0.08%
27,929
-1,807
187
$930K 0.08%
19,430
+509
188
$930K 0.08%
4,140
+33
189
$930K 0.08%
10,698
+620
190
$899K 0.08%
3,359
+444
191
$889K 0.08%
4,381
-100
192
$884K 0.08%
9,105
+32
193
$882K 0.08%
19,408
-2,283
194
$871K 0.08%
23,027
+2,039
195
$869K 0.08%
17,720
-80
196
$865K 0.08%
8,269
+69
197
$865K 0.08%
8,910
+3,035
198
$854K 0.08%
7,750
+2,565
199
$844K 0.08%
16,688
+1,814
200
$840K 0.07%
931
+48
6 7
8
9 10