CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
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
476
$6K ﹤0.01%
86
+31
477
$6K ﹤0.01%
108
+2
478
$6K ﹤0.01%
120
-405
479
$6K ﹤0.01%
51
480
$6K ﹤0.01%
+168
481
$6K ﹤0.01%
+213
482
$6K ﹤0.01%
+1
483
$6K ﹤0.01%
21
+9
484
$6K ﹤0.01%
1,008
485
$6K ﹤0.01%
100
-200
486
$6K ﹤0.01%
104
487
$6K ﹤0.01%
390
488
$6K ﹤0.01%
100
-100
489
$6K ﹤0.01%
+30
490
$6K ﹤0.01%
500
+100
491
$6K ﹤0.01%
200
492
$6K ﹤0.01%
377
493
$6K ﹤0.01%
350
494
$6K ﹤0.01%
350
495
$6K ﹤0.01%
+180
496
$6K ﹤0.01%
100
497
$6K ﹤0.01%
100
498
$6K ﹤0.01%
123
-273
499
$6K ﹤0.01%
125
+50
500
$6K ﹤0.01%
34
+14
18 19
20
21 22