FD

Financial Designs Portfolio holdings

AUM $163M
1-Year Est. Return 11.18%
This Quarter Est. Return
1 Year Est. Return
+11.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$4.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$747K
2 +$584K
3 +$460K
4
AMZN icon
Amazon
AMZN
+$415K
5
DIS icon
Walt Disney
DIS
+$407K

Sector Composition

1 Consumer Discretionary 0.87%
2 Technology 0.44%
3 Communication Services 0.31%
4 Utilities 0.25%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$206K 0.16%
+1,455
27
$195K 0.15%
11,035