CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
726
$1K ﹤0.01%
3
727
$1K ﹤0.01%
50
728
$1K ﹤0.01%
15
-267
729
$1K ﹤0.01%
34
730
$1K ﹤0.01%
10
-5
731
$1K ﹤0.01%
12
732
$1K ﹤0.01%
10
733
$1K ﹤0.01%
+41
734
$1K ﹤0.01%
+15
735
$1K ﹤0.01%
42
736
$1K ﹤0.01%
10
737
$1K ﹤0.01%
110
738
$1K ﹤0.01%
100
739
$1K ﹤0.01%
44
740
$1K ﹤0.01%
102
741
$1K ﹤0.01%
59
742
$1K ﹤0.01%
600
743
$1K ﹤0.01%
4
744
$1K ﹤0.01%
8
745
$1K ﹤0.01%
19
746
$1K ﹤0.01%
7
747
$0 ﹤0.01%
20
748
– –
-100
749
$0 ﹤0.01%
+4
750
– –
-11,264
28 29
30
31 32