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
201
$76K 0.05%
2,154
-626
202
$76K 0.05%
815
-137
203
$75K 0.05%
1,957
-190
204
$75K 0.05%
646
+3
205
$71K 0.05%
1,417
-121
206
$71K 0.05%
927
+91
207
$71K 0.05%
3,640
+1,360
208
$68K 0.04%
1,148
209
$68K 0.04%
588
-80
210
$67K 0.04%
1,137
211
$66K 0.04%
1,828
+10
212
$64K 0.04%
1,179
213
$64K 0.04%
1,618
+339
214
$64K 0.04%
1,256
-176
215
$64K 0.04%
682
+50
216
$61K 0.04%
1,573
-2,200
217
$60K 0.04%
1,275
-78
218
$59K 0.04%
4,104
+4,101
219
$58K 0.04%
346
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220
$57K 0.04%
1,465
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221
$57K 0.04%
828
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222
$56K 0.04%
1,302
-261
223
$55K 0.04%
6,850
+1,000
224
$55K 0.04%
550
225
$54K 0.03%
806
+51
7 8
9
10 11