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FD

Financial Designs Portfolio holdings

AUM $180M
1-Year Est. Return 12.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.05M
3
+$772K
4
RUNN icon
Strategic Trust Running Oak Efficient Growth ETF
RUNN
+$747K
5
FETH
Fidelity Ethereum Fund
FETH
+$610K

Top Sells

1
+$814K
2
+$750K
3
+$742K
4
AAPL icon
Apple
AAPL
+$730K
5
GLD icon
SPDR Gold Trust
GLD
+$517K

Sector Composition

1 Utilities 0.46%
2 Communication Services 0%
3 Consumer Discretionary 0%
4 Industrials 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,893
27
– –
-477
28
– –
-613
29
– –
-5,153
30
– –
-1,455
31
– –
-8,430
32
– –
-2,361
33
– –
-3,560
34
– –
-3,381
35
– –
-70
1
2