CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
601
$2K ﹤0.01%
+90
602
$2K ﹤0.01%
+81
603
$2K ﹤0.01%
+32
604
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+20
605
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+160
606
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+69
607
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+344
608
$2K ﹤0.01%
+200
609
$2K ﹤0.01%
+38
610
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+83
611
$2K ﹤0.01%
+16
612
$2K ﹤0.01%
+36
613
$2K ﹤0.01%
+33
614
$2K ﹤0.01%
+27
615
$2K ﹤0.01%
+93
616
$2K ﹤0.01%
+103
617
$2K ﹤0.01%
+75
618
$2K ﹤0.01%
+11
619
$2K ﹤0.01%
+44
620
$2K ﹤0.01%
+102
621
$2K ﹤0.01%
+20
622
$2K ﹤0.01%
+29
623
$2K ﹤0.01%
+85
624
$2K ﹤0.01%
+18
625
$1K ﹤0.01%
+86
23 24
25
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