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
276
$32K 0.02%
912
+20
277
$31K 0.02%
1,000
278
$31K 0.02%
568
+4
279
$31K 0.02%
1,094
-301
280
$30K 0.02%
784
-483
281
$30K 0.02%
942
-92
282
$29K 0.02%
1,634
+6
283
$28K 0.02%
398
-227
284
$28K 0.02%
362
285
$28K 0.02%
800
286
$28K 0.02%
1,117
+34
287
$27K 0.02%
967
288
$27K 0.02%
503
+252
289
$27K 0.02%
762
290
$26K 0.02%
+248
291
$26K 0.02%
350
292
$26K 0.02%
5,300
-4,156
293
$25K 0.02%
590
-298
294
$25K 0.02%
1,150
295
$25K 0.02%
114
296
$25K 0.02%
1,050
+300
297
$25K 0.02%
750
-200
298
$24K 0.02%
+362
299
$24K 0.02%
840
300
$24K 0.02%
400
10 11
12
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