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
$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
26
$1.23M 1%
+59,830
27
$1.21M 0.99%
+39,774
28
$1.15M 0.94%
+31,586
29
$1.14M 0.93%
+22,942
30
$1.1M 0.9%
+38,533
31
$1.09M 0.89%
+14,359
32
$1.09M 0.89%
+9,167
33
$1.05M 0.85%
+7,862
34
$1.04M 0.85%
+33,028
35
$1.01M 0.83%
+4,937
36
$1.01M 0.82%
+26,940
37
$1.01M 0.82%
+31,824
38
$971K 0.79%
+20,496
39
$942K 0.77%
+26,320
40
$930K 0.76%
+10,023
41
$925K 0.75%
+17,092
42
$882K 0.72%
+25,182
43
$853K 0.7%
+8,686
44
$844K 0.69%
+6,972
45
$843K 0.69%
+25,623
46
$776K 0.63%
+6,744
47
$749K 0.61%
+3,327
48
$722K 0.59%
+22,404
49
$716K 0.58%
+268,480
50
$703K 0.57%
+8,378
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