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
$156M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$2.11M
3
+$1.87M
4
APD icon
Air Products & Chemicals
APD
+$1.49M
5
UBT icon
ProShares Ultra 20+ Year Treasury
UBT
+$1.11M

Top Sells

1
+$2.25M
2
+$526K
3
+$480K
4
UWM icon
ProShares Ultra Russell2000
UWM
+$444K
5
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
+$328K

Sector Composition

1 Consumer Discretionary 5.75%
2 Technology 4.47%
3 Healthcare 3.66%
4 Industrials 3.12%
5 Energy 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$42K 0.03%
538
+221
252
$41K 0.03%
+519
253
$41K 0.03%
1,008
254
$41K 0.03%
607
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255
$40K 0.03%
612
256
$40K 0.03%
1,582
+476
257
$39K 0.03%
563
+141
258
$39K 0.03%
800
+600
259
$39K 0.03%
700
-300
260
$39K 0.03%
2,264
+17
261
$36K 0.02%
257
262
$36K 0.02%
1,085
+9
263
$36K 0.02%
550
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264
$35K 0.02%
636
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265
$35K 0.02%
605
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266
$35K 0.02%
814
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267
$34K 0.02%
319
268
$34K 0.02%
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$34K 0.02%
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270
$34K 0.02%
163
271
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290
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272
$33K 0.02%
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273
$33K 0.02%
273
274
$33K 0.02%
2,457
+804
275
$32K 0.02%
201
-530
9 10
11
12 13