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
76
$377K 0.31%
+2,921
77
$376K 0.31%
+2,786
78
$364K 0.3%
+4,214
79
$353K 0.29%
+4,842
80
$348K 0.28%
+10,520
81
$348K 0.28%
+10,833
82
$342K 0.28%
+3,857
83
$333K 0.27%
+6,763
84
$332K 0.27%
+7,972
85
$329K 0.27%
+5,702
86
$314K 0.26%
+3,572
87
$314K 0.26%
+10,398
88
$302K 0.25%
+1,260
89
$300K 0.24%
+4,184
90
$300K 0.24%
+3,652
91
$293K 0.24%
+6,052
92
$289K 0.24%
+5,221
93
$283K 0.23%
+1,739
94
$277K 0.23%
+10,658
95
$271K 0.22%
+9,912
96
$263K 0.21%
+3,496
97
$256K 0.21%
+3,303
98
$255K 0.21%
+21,062
99
$252K 0.21%
+3,544
100
$246K 0.2%
+4,939
2 3
4
5 6