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
751
$0 ﹤0.01%
+2
752
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+33
753
– –
0
754
– –
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755
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756
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757
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758
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759
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760
$0 ﹤0.01%
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761
$0 ﹤0.01%
+4
762
– –
0
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$0 ﹤0.01%
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764
$0 ﹤0.01%
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766
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767
$0 ﹤0.01%
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768
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769
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771
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772
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773
$0 ﹤0.01%
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774
$0 ﹤0.01%
+45
775
$0 ﹤0.01%
+18
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