CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
126
$194K 0.11%
28,902
+20,992
127
$190K 0.11%
1,799
128
$189K 0.11%
18,217
-104
129
$187K 0.11%
771
+76
130
$187K 0.11%
2,712
-303
131
$187K 0.11%
+1,764
132
$185K 0.11%
2,369
-423
133
$178K 0.1%
4,065
-214
134
$176K 0.1%
40,550
-3,400
135
$176K 0.1%
7,024
+19
136
$176K 0.1%
+5,978
137
$171K 0.1%
2,164
+707
138
$169K 0.1%
1,611
-205
139
$168K 0.1%
1,828
+612
140
$167K 0.1%
1,321
-40
141
$165K 0.1%
1,517
+8
142
$163K 0.1%
1,445
+261
143
$161K 0.09%
1,209
+397
144
$158K 0.09%
2,499
-125
145
$157K 0.09%
4,151
+1,256
146
$156K 0.09%
919
-3
147
$156K 0.09%
4,963
+47
148
$153K 0.09%
4,446
+1,057
149
$149K 0.09%
800
150
$147K 0.09%
1,860
+6
4 5
6
7 8