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
26
$1.66M 0.98%
34,073
+3,102
27
$1.57M 0.92%
64,447
+34,779
28
$1.52M 0.9%
13,900
+3,980
29
$1.48M 0.87%
31,719
+4,454
30
$1.46M 0.86%
9,355
-77
31
$1.39M 0.82%
13,059
+112
32
$1.39M 0.81%
60,484
+2,554
33
$1.38M 0.81%
27,582
+21,611
34
$1.34M 0.79%
17,148
+3,375
35
$1.31M 0.77%
4,792
+937
36
$1.3M 0.76%
38,592
+975
37
$1.29M 0.76%
16,037
-2,539
38
$1.29M 0.76%
45,394
+22,431
39
$1.29M 0.76%
46,030
+21,763
40
$1.29M 0.76%
7,314
+44
41
$1.26M 0.74%
16,071
+2,013
42
$1.23M 0.72%
+12,238
43
$1.22M 0.72%
+24,418
44
$1.17M 0.69%
4,313
+3,311
45
$1.1M 0.65%
20,196
-1,657
46
$1.08M 0.63%
18,694
-1,815
47
$984K 0.58%
11,848
+178
48
$975K 0.57%
30,501
-143
49
$963K 0.57%
23,454
-86
50
$921K 0.54%
5,919
+505
1
2
3 4 5