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
26
$1.63M 1.04%
29,723
-122
27
$1.57M 1.01%
24,414
+5,694
28
$1.51M 0.97%
39,433
+19,566
29
$1.5M 0.96%
10,460
+10,422
30
$1.49M 0.95%
10,561
+2,293
31
$1.42M 0.91%
10,316
+1,037
32
$1.39M 0.89%
19,720
+3,445
33
$1.36M 0.87%
27,726
+2,124
34
$1.3M 0.84%
8,644
+655
35
$1.3M 0.84%
19,639
-450
36
$1.28M 0.82%
23,570
+1,307
37
$1.28M 0.82%
30,846
+2,425
38
$1.24M 0.79%
30,793
+4,673
39
$1.18M 0.76%
56,890
+257
40
$1.16M 0.74%
13,068
+1,137
41
$1.16M 0.74%
14,801
-580
42
$1.11M 0.71%
+27,610
43
$1.1M 0.71%
7,577
-396
44
$1.03M 0.66%
4,316
+1,440
45
$1.02M 0.65%
41,978
+8,379
46
$993K 0.64%
55,130
-16,891
47
$991K 0.63%
42,841
+8,223
48
$978K 0.63%
5,773
+405
49
$971K 0.62%
17,521
+3,510
50
$937K 0.6%
8,194
+1,191
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