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
551
$3K ﹤0.01%
+20
552
$3K ﹤0.01%
+168
553
$3K ﹤0.01%
+60
554
$3K ﹤0.01%
+83
555
$3K ﹤0.01%
+326
556
$3K ﹤0.01%
+224
557
$3K ﹤0.01%
+68
558
$3K ﹤0.01%
+40
559
$3K ﹤0.01%
+98
560
$3K ﹤0.01%
+100
561
$3K ﹤0.01%
+50
562
$3K ﹤0.01%
+54
563
$3K ﹤0.01%
+33
564
$2K ﹤0.01%
+19
565
$2K ﹤0.01%
+38
566
$2K ﹤0.01%
+32
567
$2K ﹤0.01%
+16
568
$2K ﹤0.01%
+15
569
$2K ﹤0.01%
+28
570
$2K ﹤0.01%
+13
571
$2K ﹤0.01%
+41
572
$2K ﹤0.01%
+200
573
$2K ﹤0.01%
+48
574
$2K ﹤0.01%
+22
575
$2K ﹤0.01%
+20
21 22
23
24 25