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
501
$4K ﹤0.01%
+40
502
$4K ﹤0.01%
+117
503
$4K ﹤0.01%
+228
504
$4K ﹤0.01%
+123
505
$4K ﹤0.01%
+836
506
$4K ﹤0.01%
+95
507
$4K ﹤0.01%
+53
508
$4K ﹤0.01%
+88
509
$4K ﹤0.01%
+100
510
$4K ﹤0.01%
+138
511
$4K ﹤0.01%
+23
512
$4K ﹤0.01%
+300
513
$4K ﹤0.01%
+203
514
$4K ﹤0.01%
+23
515
$4K ﹤0.01%
+200
516
$4K ﹤0.01%
+76
517
$4K ﹤0.01%
+75
518
$4K ﹤0.01%
+197
519
$4K ﹤0.01%
+202
520
$4K ﹤0.01%
+32
521
$3K ﹤0.01%
+37
522
$3K ﹤0.01%
+20
523
$3K ﹤0.01%
+28
524
$3K ﹤0.01%
+50
525
$3K ﹤0.01%
+46
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