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
776
$0 ﹤0.01%
+7
777
$0 ﹤0.01%
+1
778
$0 ﹤0.01%
+10
779
$0 ﹤0.01%
+2
780
$0 ﹤0.01%
+8
781
$0 ﹤0.01%
+4
782
$0 ﹤0.01%
+4
783
0
784
$0 ﹤0.01%
+4
785
$0 ﹤0.01%
+2
786
$0 ﹤0.01%
+4
787
$0 ﹤0.01%
+14
788
$0 ﹤0.01%
+3
789
$0 ﹤0.01%
+7