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
126
$226K 0.14%
3,041
-468
127
$224K 0.14%
6,640
+3
128
$213K 0.14%
1,448
-228
129
$211K 0.14%
1,980
+525
130
$208K 0.13%
4,355
+2,856
131
$206K 0.13%
3,574
+265
132
$204K 0.13%
19,842
-1,096
133
$202K 0.13%
4,252
+41
134
$202K 0.13%
7,091
-1,690
135
$201K 0.13%
7,348
-5,930
136
$200K 0.13%
3,344
+558
137
$191K 0.12%
1,825
138
$190K 0.12%
3,681
+935
139
$188K 0.12%
7,940
-750
140
$185K 0.12%
+21,250
141
$184K 0.12%
2,175
+619
142
$177K 0.11%
7,894
-1,618
143
$175K 0.11%
3,860
144
$173K 0.11%
1,127
+435
145
$170K 0.11%
4,940
+94
146
$167K 0.11%
1,170
+8
147
$166K 0.11%
4,242
+411
148
$161K 0.1%
4,311
+2,401
149
$161K 0.1%
2,968
+292
150
$158K 0.1%
800
4 5
6
7 8