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
1976
$244 ﹤0.01%
4
1977
$240 ﹤0.01%
50
1978
$237 ﹤0.01%
27
1979
$234 ﹤0.01%
6
1980
$229 ﹤0.01%
10
-75
1981
$222 ﹤0.01%
4
1982
$222 ﹤0.01%
11
-33
1983
$220 ﹤0.01%
10
-8,595
1984
$213 ﹤0.01%
1
1985
$207 ﹤0.01%
+6
1986
$207 ﹤0.01%
16
-32
1987
$204 ﹤0.01%
10
1988
$203 ﹤0.01%
26
1989
$203 ﹤0.01%
1
1990
$202 ﹤0.01%
1
1991
$202 ﹤0.01%
+8
1992
$202 ﹤0.01%
5
1993
$201 ﹤0.01%
4
1994
$200 ﹤0.01%
5
1995
$194 ﹤0.01%
+31
1996
$191 ﹤0.01%
17
1997
$189 ﹤0.01%
1
1998
$188 ﹤0.01%
+5
1999
$187 ﹤0.01%
14
2000
$186 ﹤0.01%
5
78 79
80
81 82