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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
526
$3K ﹤0.01%
+29
527
$3K ﹤0.01%
+106
528
$3K ﹤0.01%
+236
529
$3K ﹤0.01%
+37
530
$3K ﹤0.01%
+20
531
$3K ﹤0.01%
+28
532
$3K ﹤0.01%
+50
533
$3K ﹤0.01%
+46
534
$3K ﹤0.01%
+46
535
$3K ﹤0.01%
+51
536
$3K ﹤0.01%
+62
537
$3K ﹤0.01%
+200
538
$3K ﹤0.01%
+64
539
$3K ﹤0.01%
+237
540
$3K ﹤0.01%
+144
541
$3K ﹤0.01%
+55
542
$3K ﹤0.01%
+150
543
$3K ﹤0.01%
+44
544
$3K ﹤0.01%
+20
545
$3K ﹤0.01%
+168
546
$3K ﹤0.01%
+60
547
$3K ﹤0.01%
+83
548
$3K ﹤0.01%
+326
549
$3K ﹤0.01%
+224
550
$3K ﹤0.01%
+68
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