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
$170M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.31M
3
+$1.23M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.22M
5
USB icon
US Bancorp
USB
+$1.08M

Top Sells

1
+$3.82M
2
+$1.28M
3
+$558K
4
LVHB
Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
+$546K
5
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$405K

Sector Composition

1 Technology 4.53%
2 Consumer Discretionary 4.06%
3 Healthcare 3.39%
4 Consumer Staples 2.97%
5 Industrials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$44K 0.03%
+941
252
$44K 0.03%
800
-225
253
$44K 0.03%
3,905
-4,050
254
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319
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255
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2,054
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256
$41K 0.02%
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257
$41K 0.02%
273
258
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1,485
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259
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4,350
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260
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261
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262
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400
263
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265
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267
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273
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274
$37K 0.02%
171
275
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