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
701
$1K ﹤0.01%
+26
702
$1K ﹤0.01%
+130
703
$1K ﹤0.01%
+5
704
$1K ﹤0.01%
+86
705
$1K ﹤0.01%
+13
706
$1K ﹤0.01%
+10
707
$1K ﹤0.01%
+27
708
$1K ﹤0.01%
+12
709
$1K ﹤0.01%
+10
710
$1K ﹤0.01%
+37
711
$1K ﹤0.01%
+250
712
$1K ﹤0.01%
+20
713
$0 ﹤0.01%
+11
714
$0 ﹤0.01%
+1
715
$0 ﹤0.01%
+25
716
$0 ﹤0.01%
+9
717
$0 ﹤0.01%
+32
718
$0 ﹤0.01%
+2
719
$0 ﹤0.01%
+2
720
$0 ﹤0.01%
+9
721
$0 ﹤0.01%
+7
722
$0 ﹤0.01%
+12
723
$0 ﹤0.01%
+2
724
$0 ﹤0.01%
+23
725
$0 ﹤0.01%
+4
27 28
29
30 31