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
726
$1K ﹤0.01%
3
727
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50
728
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17
-300
729
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730
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10
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731
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732
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733
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734
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735
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736
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737
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738
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739
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740
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741
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742
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743
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744
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745
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746
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747
– –
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748
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749
$0 ﹤0.01%
1
750
– –
-150
28 29
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