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
651
$1K ﹤0.01%
+29
652
$1K ﹤0.01%
+42
653
$1K ﹤0.01%
+23
654
$1K ﹤0.01%
+112
655
$1K ﹤0.01%
+7
656
$1K ﹤0.01%
+143
657
$1K ﹤0.01%
+35
658
$1K ﹤0.01%
+100
659
$1K ﹤0.01%
+5
660
$1K ﹤0.01%
+20
661
$1K ﹤0.01%
+46
662
$1K ﹤0.01%
+29
663
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+16
664
$1K ﹤0.01%
+20
665
$1K ﹤0.01%
+9
666
$1K ﹤0.01%
+8
667
$1K ﹤0.01%
+21
668
$1K ﹤0.01%
+15
669
$1K ﹤0.01%
+9
670
$1K ﹤0.01%
+26
671
$1K ﹤0.01%
+130
672
$1K ﹤0.01%
+5
673
$1K ﹤0.01%
+43
674
$1K ﹤0.01%
+123
675
$1K ﹤0.01%
+26
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