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Home > Institutional Investor > Financial Designs Corp > Profile

Instuitional Investor - Financial Designs Corp

Fund Profile
Filing Period:
Fund Name: Financial Designs Corp
Portfolio Value $143,604,550
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 271,360 $33,108,634 23.06%
2.
Ishares Trust
 IEF 239,852 $23,726,160 16.52%
3.
Invesco Exch Trd Slf Idx Fd
 235,876 $12,574,550 8.76%
4.
Amplify Etf Tr
 289,867 $11,817,878 8.23%
5.
Listed Fd Tr
 522,308 $11,438,545 7.97%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)