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
576
$2K ﹤0.01%
+24
577
$2K ﹤0.01%
+43
578
$2K ﹤0.01%
+100
579
$2K ﹤0.01%
+54
580
$2K ﹤0.01%
+78
581
$2K ﹤0.01%
+50
582
$2K ﹤0.01%
+27
583
$2K ﹤0.01%
+75
584
$2K ﹤0.01%
+37
585
$2K ﹤0.01%
+22
586
$2K ﹤0.01%
+24
587
$2K ﹤0.01%
+33
588
$2K ﹤0.01%
+50
589
$2K ﹤0.01%
+5
590
$2K ﹤0.01%
+90
591
$2K ﹤0.01%
+81
592
$2K ﹤0.01%
+32
593
$2K ﹤0.01%
+20
594
$2K ﹤0.01%
+160
595
$2K ﹤0.01%
+69
596
$2K ﹤0.01%
+344
597
$2K ﹤0.01%
+83
598
$2K ﹤0.01%
+16
599
$2K ﹤0.01%
+36
600
$2K ﹤0.01%
+33
22 23
24
25 26