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

Top Buys

1
+$1.63M
2
+$1.29M
3
+$1.22M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.22M
5
USB icon
US Bancorp
USB
+$1.1M

Top Sells

1
+$3.82M
2
+$1.28M
3
+$563K
4
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$558K
5
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$399K

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
451
$11K 0.01%
89
+36
452
$11K 0.01%
+475
453
$11K 0.01%
615
+55
454
$11K 0.01%
148
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455
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134
456
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+350
457
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351
-48
458
$11K 0.01%
+500
459
$11K 0.01%
378
+4
460
$10K 0.01%
+567
461
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331
462
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791
+565
463
$10K 0.01%
345
+2
464
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73
465
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450
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466
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184
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467
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270
468
$10K 0.01%
796
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469
$10K 0.01%
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470
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472
$10K 0.01%
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473
$10K 0.01%
96
474
$10K 0.01%
511
+292
475
$10K 0.01%
147
17 18
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