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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
801
$0 ﹤0.01%
+14
802
$0 ﹤0.01%
2
803
$0 ﹤0.01%
33
804
$0 ﹤0.01%
30
805
$0 ﹤0.01%
5
806
$0 ﹤0.01%
10
807
$0 ﹤0.01%
20
808
– –
-83
809
– –
-304
810
$0 ﹤0.01%
1
811
– –
-150
812
$0 ﹤0.01%
4
813
– –
-43
814
– –
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815
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-18,711
816
$0 ﹤0.01%
10
817
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-9
818
– –
-105
819
– –
-108
820
$0 ﹤0.01%
+9
821
– –
-70
822
– –
-72
29 30 31 32
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