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
726
$1K ﹤0.01%
+29
727
$1K ﹤0.01%
10
728
$1K ﹤0.01%
69
729
$1K ﹤0.01%
32
730
$1K ﹤0.01%
135
+3
731
$1K ﹤0.01%
161
732
$1K ﹤0.01%
250
733
$1K ﹤0.01%
165
734
$1K ﹤0.01%
20
735
$1K ﹤0.01%
37
736
$1K ﹤0.01%
+34
737
$1K ﹤0.01%
98
738
$1K ﹤0.01%
+10
739
$1K ﹤0.01%
20
740
$1K ﹤0.01%
13
741
$1K ﹤0.01%
118
742
$1K ﹤0.01%
19
743
$1K ﹤0.01%
7
744
$0 ﹤0.01%
16
745
$0 ﹤0.01%
1
746
– –
0
747
$0 ﹤0.01%
4
748
$0 ﹤0.01%
1
749
– –
-1,000
750
$0 ﹤0.01%
5
28 29
30
31 32