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
476
$5K ﹤0.01%
+20
477
$5K ﹤0.01%
+14
478
$5K ﹤0.01%
+100
479
$5K ﹤0.01%
+158
480
$5K ﹤0.01%
+40
481
$5K ﹤0.01%
+121
482
$5K ﹤0.01%
+81
483
$5K ﹤0.01%
+27
484
$5K ﹤0.01%
+235
485
$5K ﹤0.01%
+33
486
$5K ﹤0.01%
+231
487
$5K ﹤0.01%
+46
488
$5K ﹤0.01%
+100
489
$4K ﹤0.01%
+62
490
$4K ﹤0.01%
+30
491
$4K ﹤0.01%
+203
492
$4K ﹤0.01%
+23
493
$4K ﹤0.01%
+200
494
$4K ﹤0.01%
+76
495
$4K ﹤0.01%
+102
496
$4K ﹤0.01%
+75
497
$4K ﹤0.01%
+31
498
$4K ﹤0.01%
+112
499
$4K ﹤0.01%
+59
500
$4K ﹤0.01%
+235
18 19
20
21 22