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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
701
$1K ﹤0.01%
+16
702
$1K ﹤0.01%
+45
703
$1K ﹤0.01%
+9
704
$1K ﹤0.01%
+208
705
$1K ﹤0.01%
+26
706
$1K ﹤0.01%
+46
707
$1K ﹤0.01%
+29
708
$1K ﹤0.01%
+16
709
$1K ﹤0.01%
+20
710
$1K ﹤0.01%
+9
711
$0 ﹤0.01%
+11
712
$0 ﹤0.01%
+1
713
$0 ﹤0.01%
+10
714
$0 ﹤0.01%
+6
715
$0 ﹤0.01%
+1
716
$0 ﹤0.01%
+6
717
$0 ﹤0.01%
+45
718
$0 ﹤0.01%
+18
719
$0 ﹤0.01%
+3
720
$0 ﹤0.01%
+1
721
$0 ﹤0.01%
+6
722
$0 ﹤0.01%
+2
723
$0 ﹤0.01%
+25
724
$0 ﹤0.01%
+32
725
$0 ﹤0.01%
+2
27 28
29
30 31