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
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.74M
3
+$3.26M
4
AMGN icon
Amgen
AMGN
+$3.24M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$3.03M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 6.84%
2 Technology 5.04%
3 Healthcare 4.13%
4 Energy 3.74%
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%
+106
453
$6K ﹤0.01%
+7
454
$6K ﹤0.01%
+235
455
$6K ﹤0.01%
+390
456
$6K ﹤0.01%
+383
457
$6K ﹤0.01%
+103
458
$6K ﹤0.01%
+390
459
$6K ﹤0.01%
+101
460
$6K ﹤0.01%
+224
461
$6K ﹤0.01%
+100
462
$5K ﹤0.01%
+110
463
$5K ﹤0.01%
+66
464
$5K ﹤0.01%
+20
465
$5K ﹤0.01%
+14
466
$5K ﹤0.01%
+100
467
$5K ﹤0.01%
+158
468
$5K ﹤0.01%
+40
469
$5K ﹤0.01%
+121
470
$5K ﹤0.01%
+45
471
$5K ﹤0.01%
+122
472
$5K ﹤0.01%
+70
473
$5K ﹤0.01%
+64
474
$5K ﹤0.01%
+103
475
$5K ﹤0.01%
+20
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