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
151
$158K 0.1%
6,273
+5,793
152
$158K 0.1%
1,779
-250
153
$156K 0.1%
13,929
-1,348
154
$154K 0.1%
922
155
$144K 0.09%
1,560
-125
156
$143K 0.09%
1,374
-21,586
157
$137K 0.09%
4,550
+84
158
$136K 0.09%
1,664
+1,004
159
$134K 0.09%
1,709
+29
160
$132K 0.08%
2,737
+612
161
$127K 0.08%
1,008
162
$125K 0.08%
1,917
-1,310
163
$124K 0.08%
1,094
-1,388
164
$123K 0.08%
930
-122
165
$122K 0.08%
4,902
+102
166
$121K 0.08%
1,138
+11
167
$121K 0.08%
2,726
-279
168
$121K 0.08%
1,307
+6
169
$118K 0.08%
975
+197
170
$117K 0.07%
2,676
+1,474
171
$115K 0.07%
4,639
+1,171
172
$115K 0.07%
1,500
-25
173
$114K 0.07%
7,229
174
$111K 0.07%
4,950
+650
175
$108K 0.07%
7,125
5 6
7
8 9