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
176
$108K 0.07%
+3,791
177
$107K 0.07%
3,136
+135
178
$107K 0.07%
899
179
$101K 0.06%
4,178
+968
180
$100K 0.06%
929
-270
181
$99K 0.06%
2,073
+3
182
$98K 0.06%
881
-926
183
$98K 0.06%
1,677
-150
184
$96K 0.06%
7,882
185
$95K 0.06%
1,706
+616
186
$92K 0.06%
3,144
+2
187
$90K 0.06%
800
-24
188
$89K 0.06%
+1,545
189
$89K 0.06%
2,004
-2,096
190
$85K 0.05%
2,401
+1
191
$84K 0.05%
33,850
-1,200
192
$84K 0.05%
444
193
$84K 0.05%
1,015
-311
194
$84K 0.05%
1,312
+4
195
$82K 0.05%
+3,663
196
$81K 0.05%
2,641
+752
197
$79K 0.05%
558
-643
198
$79K 0.05%
671
-26
199
$78K 0.05%
634
-16
200
$77K 0.05%
1,043
-579
6 7
8
9 10