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
376
$18K 0.01%
800
377
$18K 0.01%
600
378
$18K 0.01%
2,631
+127
379
$18K 0.01%
321
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380
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289
381
$18K 0.01%
405
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382
$18K 0.01%
330
383
$17K 0.01%
353
+2
384
$17K 0.01%
720
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385
$17K 0.01%
+148
386
$17K 0.01%
123
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387
$16K 0.01%
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388
$16K 0.01%
+93
389
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351
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390
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260
391
$16K 0.01%
600
392
$16K 0.01%
500
393
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394
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395
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311
396
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397
$16K 0.01%
1,039
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398
$16K 0.01%
+605
399
$15K 0.01%
45
400
$15K 0.01%
+610
14 15
16
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