CFD

Creative Financial Designs Portfolio holdings

AUM $1.39B
1-Year Est. Return 10.76%
This Quarter Est. Return
1 Year Est. Return
+10.76%
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
51
$700K 0.57%
+6,415
52
$684K 0.56%
+11,913
53
$653K 0.53%
+22,658
54
$635K 0.52%
+11,903
55
$631K 0.51%
+2,869
56
$597K 0.49%
+7,528
57
$564K 0.46%
+4,204
58
$564K 0.46%
+10,713
59
$560K 0.46%
+17,751
60
$539K 0.44%
+16,786
61
$537K 0.44%
+9,542
62
$493K 0.4%
+5,465
63
$480K 0.39%
+5,144
64
$475K 0.39%
+5,754
65
$468K 0.38%
+5,489
66
$454K 0.37%
+11,505
67
$437K 0.36%
+3,990
68
$430K 0.35%
+15,444
69
$417K 0.34%
+8,345
70
$417K 0.34%
+24,895
71
$405K 0.33%
+9,060
72
$401K 0.33%
+7,350
73
$399K 0.33%
+5,141
74
$399K 0.33%
+3,461
75
$389K 0.32%
+1,291
1 2
3
4 5