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
326
$21K 0.01%
1,603
+503
327
$20K 0.01%
218
+18
328
$20K 0.01%
575
+25
329
$20K 0.01%
260
+190
330
$20K 0.01%
249
331
$20K 0.01%
603
+51
332
$20K 0.01%
+2,500
333
$19K 0.01%
1,200
334
$19K 0.01%
487
+162
335
$19K 0.01%
2,500
336
$19K 0.01%
163
+43
337
$19K 0.01%
422
338
$19K 0.01%
261
-146
339
$19K 0.01%
256
340
$18K 0.01%
230
+92
341
$18K 0.01%
202
+147
342
$17K 0.01%
500
343
$17K 0.01%
650
344
$17K 0.01%
667
-333
345
$17K 0.01%
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346
$17K 0.01%
164
+2
347
$17K 0.01%
931
348
$16K 0.01%
372
+44
349
$16K 0.01%
542
+202
350
$16K 0.01%
537
-1,715
12 13
14
15 16