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
1
$7.74M 4.96%
110,459
+26,726
2
$5.33M 3.41%
153,365
+63,615
3
$4.95M 3.17%
71,513
+11,063
4
$3.84M 2.46%
46,174
+5,695
5
$3.79M 2.43%
22,030
-344
6
$3.58M 2.29%
65,996
-1,357
7
$3.56M 2.28%
72,827
+21,030
8
$3.44M 2.2%
112,362
+31,038
9
$2.65M 1.69%
77,452
-440
10
$2.52M 1.61%
61,616
+24,167
11
$2.48M 1.59%
11,181
+2,849
12
$2.38M 1.52%
47,425
+511
13
$2.37M 1.51%
29,320
+26,191
14
$2.36M 1.51%
18,581
+74
15
$2.35M 1.5%
51,281
-440
16
$2.27M 1.45%
54,843
+4,576
17
$2.19M 1.4%
71,419
+8,976
18
$2.06M 1.32%
57,515
-811
19
$1.94M 1.24%
29,222
-558
20
$1.92M 1.23%
53,348
-5,780
21
$1.91M 1.22%
19,822
+230
22
$1.87M 1.2%
111,055
+8,043
23
$1.86M 1.19%
21,235
-266
24
$1.84M 1.18%
16,254
+7,121
25
$1.66M 1.06%
34,360
+720
1
2 3 4 5