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
176
$1.49M 0.1%
8,533
+102
177
$1.48M 0.1%
29,243
+7
178
$1.48M 0.1%
9,589
-395
179
$1.47M 0.1%
29,045
+2,317
180
$1.47M 0.1%
21,976
+251
181
$1.45M 0.1%
3,588
+86
182
$1.44M 0.1%
23,254
-1,567
183
$1.43M 0.1%
16,992
-586
184
$1.42M 0.1%
4,515
-381
185
$1.39M 0.09%
23,765
+16,510
186
$1.39M 0.09%
44,364
+1,951
187
$1.38M 0.09%
2,247
+1,631
188
$1.38M 0.09%
3,878
-2,358
189
$1.37M 0.09%
11,288
-11,116
190
$1.37M 0.09%
25,643
+6,126
191
$1.35M 0.09%
28,971
+10,489
192
$1.34M 0.09%
30,266
-7,631
193
$1.34M 0.09%
10,065
+1,063
194
$1.34M 0.09%
40,149
-809
195
$1.34M 0.09%
13,037
+1,614
196
$1.33M 0.09%
11,597
+3,930
197
$1.31M 0.09%
6,340
-171
198
$1.31M 0.09%
19,802
+1,600
199
$1.3M 0.09%
9,344
-1,292
200
$1.3M 0.09%
15,513
+5,342
6 7
8
9 10