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
201
$72K 0.04%
1,012
+148
202
$70K 0.04%
627
+4
203
$69K 0.04%
1,420
204
$69K 0.04%
850
+300
205
$69K 0.04%
3,773
+570
206
$68K 0.04%
335
-13
207
$68K 0.04%
823
-51
208
$66K 0.04%
7,531
+431
209
$66K 0.04%
1,876
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210
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1,402
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211
$65K 0.04%
716
212
$65K 0.04%
799
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213
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2,253
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214
$62K 0.04%
1,469
-51
215
$61K 0.04%
1,200
216
$61K 0.04%
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217
$61K 0.04%
1,244
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218
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219
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+1,200
220
$59K 0.03%
1,125
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221
$58K 0.03%
906
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222
$58K 0.03%
918
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223
$58K 0.03%
759
+1
224
$58K 0.03%
1,269
-148
225
$57K 0.03%
468
-147
7 8
9
10 11