CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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

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
426
$9K 0.01%
327
+207
427
$9K 0.01%
135
428
$9K 0.01%
130
429
$9K 0.01%
400
430
$9K 0.01%
+122
431
$9K 0.01%
107
432
$9K 0.01%
+689
433
$9K 0.01%
238
+1
434
$9K 0.01%
+376
435
$9K 0.01%
314
+2
436
$9K 0.01%
357
+1
437
$9K 0.01%
+350
438
$9K 0.01%
70
+66
439
$9K 0.01%
306
440
$9K 0.01%
105
-67
441
$9K 0.01%
+481
442
$9K 0.01%
1,400
443
$9K 0.01%
594
444
$9K 0.01%
500
445
$8K 0.01%
326
446
$8K 0.01%
+73
447
$8K 0.01%
504
-499
448
$8K 0.01%
+124
449
$8K 0.01%
157
+119
450
$8K 0.01%
34