CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
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
676
$1K ﹤0.01%
+22
677
$1K ﹤0.01%
+10
678
$1K ﹤0.01%
+129
679
$1K ﹤0.01%
+159
680
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+22
681
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+11
682
$1K ﹤0.01%
+34
683
$1K ﹤0.01%
+3
684
$1K ﹤0.01%
+8
685
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+21
686
$1K ﹤0.01%
+15
687
$1K ﹤0.01%
+9
688
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+26
689
$1K ﹤0.01%
+130
690
$1K ﹤0.01%
+5
691
$1K ﹤0.01%
+86
692
$1K ﹤0.01%
+13
693
$1K ﹤0.01%
+10
694
$1K ﹤0.01%
+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