CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
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
576
$2K ﹤0.01%
+26
577
$2K ﹤0.01%
+3
578
$2K ﹤0.01%
+200
579
$2K ﹤0.01%
+24
580
$2K ﹤0.01%
+43
581
$2K ﹤0.01%
+100
582
$2K ﹤0.01%
+54
583
$2K ﹤0.01%
+78
584
$2K ﹤0.01%
+80
585
$2K ﹤0.01%
+18
586
$2K ﹤0.01%
+38
587
$2K ﹤0.01%
+16
588
$2K ﹤0.01%
+17
589
$2K ﹤0.01%
+135
590
$2K ﹤0.01%
+39
591
$2K ﹤0.01%
+23
592
$2K ﹤0.01%
+77
593
$2K ﹤0.01%
+50
594
$2K ﹤0.01%
+27
595
$2K ﹤0.01%
+75
596
$2K ﹤0.01%
+37
597
$2K ﹤0.01%
+22
598
$2K ﹤0.01%
+24
599
$2K ﹤0.01%
+33
600
$2K ﹤0.01%
+50
22 23
24
25 26