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
501
$6K ﹤0.01%
650
502
$6K ﹤0.01%
66
503
$6K ﹤0.01%
169
+69
504
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152
+2
505
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650
-100
506
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517
+50
507
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45
508
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49
+13
509
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+776
510
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40
511
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61
-5
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368
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514
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+123
515
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516
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100
517
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30
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518
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41
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519
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800
521
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280
522
$5K ﹤0.01%
100
523
$5K ﹤0.01%
+202
524
$5K ﹤0.01%
300
525
$5K ﹤0.01%
3
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