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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 $163,122,203
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 267,136 $36,074,045 22.11%
2.
Ishares Trust
 IEF 238,714 $23,680,429 14.52%
3.
Invesco Exch Trd Slf Idx Fd
 219,670 $12,692,533 7.78%
4.
Amplify Etf Tr
 289,908 $12,335,585 7.56%
5.
Listed Fds Tr
 523,285 $12,297,198 7.54%
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)