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
776
$0 ﹤0.01%
+110
777
$0 ﹤0.01%
+2
778
$0 ﹤0.01%
+4
779
$0 ﹤0.01%
+12
780
0
781
$0 ﹤0.01%
+2
782
$0 ﹤0.01%
+2
783
$0 ﹤0.01%
+33
784
0
785
0
786
$0 ﹤0.01%
+7
787
$0 ﹤0.01%
+1