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
751
$0 ﹤0.01%
+3
752
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753
$0 ﹤0.01%
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754
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755
$0 ﹤0.01%
+4
756
$0 ﹤0.01%
+4
757
– –
0
758
$0 ﹤0.01%
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759
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+2
760
$0 ﹤0.01%
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761
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762
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764
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766
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767
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768
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769
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770
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771
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772
$0 ﹤0.01%
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773
$0 ﹤0.01%
+1
774
$0 ﹤0.01%
+8
775
$0 ﹤0.01%
+1
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