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
201
$834K 0.07%
5,332
+540
202
$832K 0.07%
43,557
+6,748
203
$824K 0.07%
19,803
+625
204
$821K 0.07%
21,636
-66,735
205
$818K 0.07%
5,177
+157
206
$815K 0.07%
26,303
-168
207
$786K 0.07%
6,652
+543
208
$784K 0.07%
19,250
-55,597
209
$779K 0.07%
3,312
+1,565
210
$775K 0.07%
5,491
+12
211
$767K 0.07%
10,749
+1,183
212
$766K 0.07%
2,297
-137
213
$761K 0.07%
13,989
+3,305
214
$756K 0.07%
5,462
+1,085
215
$753K 0.07%
21,743
+355
216
$739K 0.07%
3,790
-15
217
$737K 0.07%
7,052
+37
218
$737K 0.07%
16,255
219
$729K 0.07%
2,001
220
$727K 0.06%
6,301
+4,914
221
$724K 0.06%
13,876
+8,712
222
$715K 0.06%
14,567
-1,531
223
$709K 0.06%
19,302
+2,530
224
$706K 0.06%
3,738
+308
225
$700K 0.06%
31,009
+13,690
7 8
9
10 11