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
526
$5K ﹤0.01%
279
+154
527
$5K ﹤0.01%
84
528
$5K ﹤0.01%
+54
529
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59
530
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49
+44
531
$5K ﹤0.01%
100
532
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520
533
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135
-213
534
$5K ﹤0.01%
135
535
$5K ﹤0.01%
62
536
$5K ﹤0.01%
300
537
$5K ﹤0.01%
30
+12
538
$4K ﹤0.01%
50
-100
539
$4K ﹤0.01%
20
540
$4K ﹤0.01%
112
541
$4K ﹤0.01%
2
542
$4K ﹤0.01%
+9
543
$4K ﹤0.01%
70
-65
544
$4K ﹤0.01%
78
-2,730
545
$4K ﹤0.01%
380
546
$4K ﹤0.01%
72
547
$4K ﹤0.01%
66
548
$4K ﹤0.01%
35
549
$4K ﹤0.01%
123
550
$4K ﹤0.01%
106
20 21
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