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
301
$24K 0.02%
136
-180
302
$24K 0.02%
466
+40
303
$24K 0.02%
550
304
$23K 0.01%
425
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305
$23K 0.01%
417
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306
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850
-200
307
$23K 0.01%
717
308
$23K 0.01%
296
309
$22K 0.01%
627
+152
310
$22K 0.01%
750
311
$22K 0.01%
675
312
$22K 0.01%
200
313
$22K 0.01%
145
314
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4,350
-6,000
315
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316
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400
317
$22K 0.01%
425
318
$21K 0.01%
3,656
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319
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322
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$21K 0.01%
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324
$21K 0.01%
112
-7
325
$21K 0.01%
776
+10
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