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
651
$1K ﹤0.01%
+14
652
$1K ﹤0.01%
+35
653
$1K ﹤0.01%
+100
654
$1K ﹤0.01%
+22
655
$1K ﹤0.01%
+10
656
$1K ﹤0.01%
+129
657
$1K ﹤0.01%
+159
658
$1K ﹤0.01%
+22
659
$1K ﹤0.01%
+37
660
$1K ﹤0.01%
+44
661
$1K ﹤0.01%
+26
662
$1K ﹤0.01%
+98
663
$1K ﹤0.01%
+150
664
$1K ﹤0.01%
+15
665
$1K ﹤0.01%
+13
666
$1K ﹤0.01%
+42
667
$1K ﹤0.01%
+19
668
$1K ﹤0.01%
+7
669
$1K ﹤0.01%
+40
670
$1K ﹤0.01%
+20
671
$1K ﹤0.01%
+11
672
$1K ﹤0.01%
+10
673
$1K ﹤0.01%
+12
674
$1K ﹤0.01%
+20
675
$1K ﹤0.01%
+3