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
551
$4K ﹤0.01%
70
-65
552
$4K ﹤0.01%
78
-2,730
553
$4K ﹤0.01%
380
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72
555
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66
556
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557
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558
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559
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+83
560
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570
+7
561
$4K ﹤0.01%
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562
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255
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564
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565
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566
$4K ﹤0.01%
125
-133
567
$4K ﹤0.01%
50
568
$4K ﹤0.01%
+81
569
$4K ﹤0.01%
120
+26
570
$4K ﹤0.01%
500
571
$4K ﹤0.01%
60
572
$4K ﹤0.01%
40
+14
573
$4K ﹤0.01%
30
574
$3K ﹤0.01%
41
+1
575
$3K ﹤0.01%
+225
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