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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
801
$0 ﹤0.01%
25
802
$0 ﹤0.01%
3
-4,698
803
$0 ﹤0.01%
3
804
$0 ﹤0.01%
+8
805
$0 ﹤0.01%
4
806
$0 ﹤0.01%
20
807
– –
0
808
$0 ﹤0.01%
2
809
– –
-236
810
$0 ﹤0.01%
2
811
– –
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812
– –
-248
813
– –
-400
814
$0 ﹤0.01%
1
-500
815
$0 ﹤0.01%
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816
$0 ﹤0.01%
70
817
– –
-800
818
– –
-390
819
– –
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820
– –
0
821
– –
-100
822
$0 ﹤0.01%
+50
823
$0 ﹤0.01%
1
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$0 ﹤0.01%
1
825
$0 ﹤0.01%
2
-836
31 32
33
34 35