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
726
$1K ﹤0.01%
19
727
$1K ﹤0.01%
7
728
$1K ﹤0.01%
13
729
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16
730
$1K ﹤0.01%
28
731
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12
732
$1K ﹤0.01%
34
733
$1K ﹤0.01%
26
734
$1K ﹤0.01%
14
735
$1K ﹤0.01%
79
736
– –
0
737
$1K ﹤0.01%
250
738
$1K ﹤0.01%
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739
$1K ﹤0.01%
20
740
$1K ﹤0.01%
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741
$1K ﹤0.01%
+34
742
$1K ﹤0.01%
98
743
$1K ﹤0.01%
+10
744
$0 ﹤0.01%
16
745
$0 ﹤0.01%
1
746
– –
0
747
$0 ﹤0.01%
4
748
$0 ﹤0.01%
1
749
– –
-1,000
750
$0 ﹤0.01%
5
28 29
30
31 32