CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1 +$4.04M
2 +$3.85M
3 +$3.38M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$3.22M
5
AMGN icon
Amgen
AMGN
+$3.15M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 6.84%
2 Technology 5.05%
3 Healthcare 4.13%
4 Energy 3.75%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$6K ﹤0.01%
+179
452
$6K ﹤0.01%
+57
453
$6K ﹤0.01%
+106
454
$6K ﹤0.01%
+7
455
$6K ﹤0.01%
+235
456
$6K ﹤0.01%
+390
457
$6K ﹤0.01%
+383
458
$6K ﹤0.01%
+103
459
$6K ﹤0.01%
+390
460
$6K ﹤0.01%
+101
461
$6K ﹤0.01%
+112
462
$6K ﹤0.01%
+100
463
$5K ﹤0.01%
+45
464
$5K ﹤0.01%
+20
465
$5K ﹤0.01%
+500
466
$5K ﹤0.01%
+377
467
$5K ﹤0.01%
+122
468
$5K ﹤0.01%
+70
469
$5K ﹤0.01%
+64
470
$5K ﹤0.01%
+103
471
$5K ﹤0.01%
+128
472
$5K ﹤0.01%
+108
473
$5K ﹤0.01%
+400
474
$5K ﹤0.01%
+110
475
$5K ﹤0.01%
+66