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
726
$0 ﹤0.01%
+1
727
$0 ﹤0.01%
+8
728
$0 ﹤0.01%
+3
729
$0 ﹤0.01%
+3
730
$0 ﹤0.01%
+23
731
$0 ﹤0.01%
+25
732
$0 ﹤0.01%
+3
733
$0 ﹤0.01%
+3
734
$0 ﹤0.01%
+2
735
$0 ﹤0.01%
+10
736
$0 ﹤0.01%
+2
737
$0 ﹤0.01%
+1
738
$0 ﹤0.01%
+2
739
$0 ﹤0.01%
+1
740
$0 ﹤0.01%
+7
741
$0 ﹤0.01%
+2
742
$0 ﹤0.01%
+10
743
$0 ﹤0.01%
+3
744
$0 ﹤0.01%
+1
745
$0 ﹤0.01%
+5
746
$0 ﹤0.01%
+1
747
$0 ﹤0.01%
+1
748
$0 ﹤0.01%
+12
749
– –
0
750
$0 ﹤0.01%
+1
28 29
30
31 32