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
151
$147K 0.09%
5,170
+2,587
152
$146K 0.09%
2,177
+2
153
$146K 0.09%
2,825
-950
154
$144K 0.08%
1,000
155
$144K 0.08%
1,471
156
$141K 0.08%
1,280
+69
157
$140K 0.08%
6,176
-750
158
$139K 0.08%
4,330
159
$136K 0.08%
553
-260
160
$134K 0.08%
5,520
-475
161
$134K 0.08%
692
162
$132K 0.08%
+8,419
163
$127K 0.07%
4,888
164
$122K 0.07%
1,069
165
$121K 0.07%
2,453
-77
166
$121K 0.07%
1,859
+189
167
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-51
168
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1,920
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169
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170
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1,789
171
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3,244
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172
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4,750
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173
$106K 0.06%
444
174
$104K 0.06%
6,855
-325
175
$104K 0.06%
1,726
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5 6
7
8 9