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
601
$3K ﹤0.01%
+70
602
$3K ﹤0.01%
302
603
$3K ﹤0.01%
86
604
$3K ﹤0.01%
48
605
$3K ﹤0.01%
208
606
$3K ﹤0.01%
32
607
$3K ﹤0.01%
14
608
$3K ﹤0.01%
96
609
$3K ﹤0.01%
24
610
$3K ﹤0.01%
101
611
$3K ﹤0.01%
144
612
$3K ﹤0.01%
123
-334
613
$3K ﹤0.01%
+40
614
$3K ﹤0.01%
23
615
$3K ﹤0.01%
197
+1
616
$3K ﹤0.01%
37
617
$3K ﹤0.01%
225
618
$3K ﹤0.01%
263
619
$3K ﹤0.01%
5
620
$3K ﹤0.01%
258
+3
621
$3K ﹤0.01%
150
622
$3K ﹤0.01%
53
623
$3K ﹤0.01%
53
624
$3K ﹤0.01%
160
625
$3K ﹤0.01%
180
23 24
25
26 27