CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
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
885
New
Increased
Reduced
Closed

Top Buys

1 +$2.21M
2 +$2.11M
3 +$1.87M
4
APD icon
Air Products & Chemicals
APD
+$1.49M
5
UBT icon
ProShares Ultra 20+ Year Treasury
UBT
+$1.11M

Sector Composition

1 Consumer Discretionary 5.75%
2 Technology 4.47%
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%
13
727
$1K ﹤0.01%
10
728
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28
729
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110
730
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37
731
0
732
$1K ﹤0.01%
250
733
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165
734
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20
735
$1K ﹤0.01%
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736
$1K ﹤0.01%
+34
737
$1K ﹤0.01%
98
738
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+10
739
$1K ﹤0.01%
20
740
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13
741
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742
$1K ﹤0.01%
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743
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$0 ﹤0.01%
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$0 ﹤0.01%
1
746
0
747
$0 ﹤0.01%
4
748
$0 ﹤0.01%
1
749
-1,000
750
$0 ﹤0.01%
5