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
851
$0 ﹤0.01%
1
852
$0 ﹤0.01%
13
853
$0 ﹤0.01%
16
854
– –
-1,088
855
$0 ﹤0.01%
1
856
$0 ﹤0.01%
32
+1
857
– –
-143
858
– –
-179
859
– –
-1
860
$0 ﹤0.01%
2
861
$0 ﹤0.01%
1
862
$0 ﹤0.01%
2
863
$0 ﹤0.01%
2
864
– –
-236
865
$0 ﹤0.01%
2
866
– –
-20
867
– –
-248
868
– –
-400
869
$0 ﹤0.01%
1
-500
870
$0 ﹤0.01%
1
871
$0 ﹤0.01%
70
872
– –
-800
873
– –
-390
874
– –
-81
875
– –
0
32 33 34
35
36