CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
886
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.14M
3
+$1.85M
4
APD icon
Air Products & Chemicals
APD
+$1.48M
5
UBT icon
ProShares Ultra 20+ Year Treasury
UBT
+$1.09M

Top Sells

1
+$2.29M
2
+$519K
3
+$422K
4
UWM icon
ProShares Ultra Russell2000
UWM
+$420K
5
FCOM icon
Fidelity MSCI Communication Services Index ETF
FCOM
+$333K

Sector Composition

1 Consumer Discretionary 5.75%
2 Technology 4.46%
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
626
$2K ﹤0.01%
90
627
$2K ﹤0.01%
50
+27
628
$2K ﹤0.01%
+118
629
$2K ﹤0.01%
53
+50
630
$2K ﹤0.01%
+22
631
$2K ﹤0.01%
35
632
$2K ﹤0.01%
162
633
$2K ﹤0.01%
+12
634
$2K ﹤0.01%
13
635
$2K ﹤0.01%
38
636
$2K ﹤0.01%
+18
637
$2K ﹤0.01%
83
638
$2K ﹤0.01%
+68
639
$2K ﹤0.01%
25
-25
640
$2K ﹤0.01%
36
641
$2K ﹤0.01%
+33
642
$2K ﹤0.01%
+15
643
$2K ﹤0.01%
+21
644
$2K ﹤0.01%
75
645
$2K ﹤0.01%
39
646
$2K ﹤0.01%
41
647
$2K ﹤0.01%
102
648
$2K ﹤0.01%
600
649
$2K ﹤0.01%
85
650
$2K ﹤0.01%
+14
24 25
26
27 28