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
101
$321K 0.21%
2,157
-271
102
$315K 0.2%
3,928
+625
103
$311K 0.2%
9,931
-337
104
$306K 0.2%
3,444
-40
105
$303K 0.19%
3,311
-991
106
$300K 0.19%
4,459
-2,966
107
$295K 0.19%
3,545
-1,098
108
$292K 0.19%
3,624
-216
109
$291K 0.19%
5,806
+704
110
$286K 0.18%
10,947
+10,485
111
$285K 0.18%
4,061
-2,405
112
$279K 0.18%
8,725
-10,247
113
$272K 0.17%
3,847
-969
114
$271K 0.17%
8,134
+7,754
115
$262K 0.17%
1,624
+4
116
$258K 0.17%
2,347
+157
117
$258K 0.17%
3,451
-269
118
$250K 0.16%
8,930
-10,690
119
$244K 0.16%
3,653
-2,554
120
$240K 0.15%
2,839
+966
121
$236K 0.15%
2,543
-305
122
$234K 0.15%
4,662
+112
123
$232K 0.15%
+9,484
124
$228K 0.15%
4,540
-1,308
125
$226K 0.14%
2,597
3 4
5
6 7