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
401
$11K 0.01%
194
-376
402
$11K 0.01%
+105
403
$11K 0.01%
252
404
$11K 0.01%
+680
405
$11K 0.01%
+156
406
$11K 0.01%
787
407
$11K 0.01%
200
408
$11K 0.01%
91
-18
409
$10K 0.01%
221
410
$10K 0.01%
+525
411
$10K 0.01%
147
+85
412
$10K 0.01%
+134
413
$10K 0.01%
75
414
$10K 0.01%
292
415
$10K 0.01%
92
416
$10K 0.01%
325
-325
417
$10K 0.01%
134
418
$10K 0.01%
+300
419
$10K 0.01%
287
420
$10K 0.01%
270
421
$10K 0.01%
91
+31
422
$10K 0.01%
136
+41
423
$10K 0.01%
+400
424
$9K 0.01%
44
425
$9K 0.01%
327
+207
15 16
17
18 19