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
376
$13K 0.01%
404
377
$13K 0.01%
238
+142
378
$13K 0.01%
221
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379
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246
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380
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300
381
$13K 0.01%
1,688
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382
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786
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383
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438
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384
$13K 0.01%
372
385
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252
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386
$12K 0.01%
92
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387
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388
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389
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390
$12K 0.01%
142
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391
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392
$12K 0.01%
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393
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500
394
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650
397
$11K 0.01%
901
398
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416
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399
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209
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400
$11K 0.01%
125
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14 15
16
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