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
76
$508K 0.33%
7,870
-281
77
$494K 0.32%
9,794
+1,166
78
$493K 0.32%
17,900
+3,102
79
$486K 0.31%
11,822
+79
80
$466K 0.3%
3,947
-362
81
$459K 0.29%
15,729
-8,909
82
$447K 0.29%
15,076
+2,200
83
$447K 0.29%
10,056
+2,871
84
$436K 0.28%
9,152
+497
85
$427K 0.27%
9,677
+694
86
$423K 0.27%
8,804
-260
87
$407K 0.26%
7,242
+3,503
88
$406K 0.26%
8,043
+5,651
89
$403K 0.26%
1,270
-5
90
$402K 0.26%
3,230
+2,172
91
$397K 0.25%
2,815
-1,060
92
$396K 0.25%
4,737
-325
93
$395K 0.25%
7,213
+692
94
$384K 0.25%
4,127
-138
95
$378K 0.24%
10,559
+8,325
96
$377K 0.24%
4,900
+61
97
$366K 0.23%
6,723
+1,284
98
$339K 0.22%
3,282
-51
99
$338K 0.22%
5,668
-658
100
$330K 0.21%
11,798
+45
2 3
4
5 6