CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
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
476
$5K ﹤0.01%
+231
477
$5K ﹤0.01%
+377
478
$5K ﹤0.01%
+100
479
$5K ﹤0.01%
+110
480
$5K ﹤0.01%
+66
481
$5K ﹤0.01%
+20
482
$5K ﹤0.01%
+14
483
$5K ﹤0.01%
+100
484
$5K ﹤0.01%
+158
485
$5K ﹤0.01%
+40
486
$5K ﹤0.01%
+121
487
$5K ﹤0.01%
+45
488
$4K ﹤0.01%
+102
489
$4K ﹤0.01%
+75
490
$4K ﹤0.01%
+31
491
$4K ﹤0.01%
+112
492
$4K ﹤0.01%
+59
493
$4K ﹤0.01%
+235
494
$4K ﹤0.01%
+226
495
$4K ﹤0.01%
+32
496
$4K ﹤0.01%
+62
497
$4K ﹤0.01%
+30
498
$4K ﹤0.01%
+718
499
$4K ﹤0.01%
+69
500
$4K ﹤0.01%
+65
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