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
201
$1.29M 0.09%
46,778
+9,904
202
$1.26M 0.08%
5,817
-2,629
203
$1.24M 0.08%
51,653
+2,133
204
$1.22M 0.08%
2,451
+191
205
$1.2M 0.08%
47,755
+7,120
206
$1.2M 0.08%
45,813
-1,928
207
$1.2M 0.08%
27,223
-8,267
208
$1.19M 0.08%
41,817
+18,223
209
$1.19M 0.08%
44,164
+8,284
210
$1.18M 0.08%
43,275
+12,357
211
$1.17M 0.08%
24,772
-101,812
212
$1.16M 0.08%
13,706
+1,252
213
$1.16M 0.08%
12,647
+293
214
$1.15M 0.08%
+46,555
215
$1.15M 0.08%
14,722
-639
216
$1.11M 0.07%
3,396
-287
217
$1.09M 0.07%
10,943
-748
218
$1.09M 0.07%
25,563
-482
219
$1.08M 0.07%
4,304
-122
220
$1.08M 0.07%
1,000,284
-17,019
221
$1.06M 0.07%
22,131
-735
222
$1.06M 0.07%
12,861
+635
223
$1.06M 0.07%
9,902
+1,225
224
$1.05M 0.07%
29,480
+14
225
$1.04M 0.07%
28,589
-563
7 8
9
10 11