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
176
$101K 0.06%
+1,208
177
$101K 0.06%
443
+2
178
$100K 0.06%
4,722
+12
179
$99K 0.06%
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180
$96K 0.06%
3,937
181
$95K 0.06%
3,046
-12,977
182
$95K 0.06%
719
-13
183
$94K 0.06%
3,188
+176
184
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2,402
+1
185
$94K 0.06%
901
-248
186
$93K 0.05%
1,358
+522
187
$90K 0.05%
3,390
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188
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1,294
+4
189
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1,977
-24
190
$84K 0.05%
901
+6
191
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816
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192
$83K 0.05%
1,558
193
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515
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194
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+1,609
195
$81K 0.05%
609
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196
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1,520
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197
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+2,025
198
$74K 0.04%
2,833
-115
199
$74K 0.04%
777
+160
200
$73K 0.04%
1,361
-232
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