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
276
$37K 0.02%
4,600
+1,100
277
$36K 0.02%
604
+404
278
$36K 0.02%
3,700
+800
279
$36K 0.02%
632
280
$36K 0.02%
1,281
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281
$35K 0.02%
650
282
$34K 0.02%
981
283
$34K 0.02%
724
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284
$34K 0.02%
198
+25
285
$34K 0.02%
+1,015
286
$34K 0.02%
433
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287
$33K 0.02%
390
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288
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289
$33K 0.02%
930
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290
$33K 0.02%
1,335
291
$32K 0.02%
800
292
$32K 0.02%
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-146
293
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294
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298
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295
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296
$32K 0.02%
486
297
$31K 0.02%
395
298
$31K 0.02%
225
299
$30K 0.02%
500
-400
300
$30K 0.02%
1,250
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