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
676
$1K ﹤0.01%
+28
677
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+12
678
$1K ﹤0.01%
+200
679
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+26
680
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+14
681
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+35
682
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+100
683
$1K ﹤0.01%
+22
684
$1K ﹤0.01%
+10
685
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+129
686
$1K ﹤0.01%
+159
687
$1K ﹤0.01%
+22
688
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+11
689
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+34
690
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+3
691
$1K ﹤0.01%
+86
692
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+13
693
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+10
694
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+27
695
$1K ﹤0.01%
+12
696
$1K ﹤0.01%
+10
697
$1K ﹤0.01%
+37
698
$1K ﹤0.01%
+250
699
$1K ﹤0.01%
+20
700
$1K ﹤0.01%
+37
26 27
28
29 30