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
51
$924K 0.59%
11,546
-914
52
$909K 0.58%
251,440
-132,720
53
$892K 0.57%
15,429
-1,744
54
$861K 0.55%
7,011
-352
55
$858K 0.55%
32,834
+4,232
56
$812K 0.52%
22,354
+44
57
$792K 0.51%
10,164
-6,744
58
$766K 0.49%
6,993
+2,814
59
$763K 0.49%
27,140
+3,454
60
$760K 0.49%
21,149
+4,726
61
$732K 0.47%
16,776
+3,465
62
$730K 0.47%
6,793
-44
63
$727K 0.47%
22,003
+302
64
$665K 0.43%
19,121
-2,462
65
$654K 0.42%
14,060
+1,460
66
$624K 0.4%
9,480
+377
67
$620K 0.4%
2,549
-224
68
$606K 0.39%
3,953
+24
69
$581K 0.37%
6,539
+985
70
$568K 0.36%
18,236
+2,460
71
$560K 0.36%
6,048
-211
72
$542K 0.35%
17,359
+3,734
73
$537K 0.34%
3,962
+850
74
$517K 0.33%
15,879
+132
75
$514K 0.33%
10,732
+826
1 2
3
4 5