FD
Financial Designs Portfolio holdings
AUM
$163M
1-Year Return
11.18%
This Quarter Return
+3.45%
1 Year Return
+11.18%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
+$3.03M
(+2.3%)
Cap. Flow
-$1.39M
Cap. Flow
% of AUM
-1.02%
Top 10 Holdings %
Top 10 Hldgs %
93.63%
Holding
14
New
–
Increased
2
Reduced
11
Closed
–
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$2.24M |
| 2 |
iShares Silver Trust
SLV
|
+$50.5K |
Top Sells
| 1 |
LeaderShares AlphaFactor US Core Equity ETF
LSAF
|
+$741K |
| 2 |
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
|
+$604K |
| 3 |
LeaderShares Activist Leaders ETF
ACTV
|
+$469K |
| 4 |
LeaderShares Equity Skew ETF
SQEW
|
+$390K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$342K |
