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
401
$15K 0.01%
300
402
$15K 0.01%
+303
403
$15K 0.01%
91
-362
404
$15K 0.01%
1,142
-200
405
$15K 0.01%
+388
406
$15K 0.01%
1,552
+16
407
$15K 0.01%
675
408
$15K 0.01%
+569
409
$15K 0.01%
2,736
+110
410
$14K 0.01%
+3,036
411
$14K 0.01%
300
412
$14K 0.01%
213
413
$14K 0.01%
157
414
$14K 0.01%
1,058
+1
415
$14K 0.01%
+219
416
$14K 0.01%
688
417
$14K 0.01%
145
418
$14K 0.01%
400
419
$14K 0.01%
120
420
$14K 0.01%
+385
421
$14K 0.01%
372
422
$14K 0.01%
441
423
$13K 0.01%
284
-120
424
$13K 0.01%
208
+58
425
$13K 0.01%
308
15 16
17
18 19