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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 $122,305,220
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 313,528 $32,992,551 26.97%
2.
Ishares Trust
 IEF 251,255 $24,937,059 20.38%
3.
Invesco Exch Trd Slf Idx Fd
 239,728 $12,324,416 10.07%
4.
First Tr Exchng Traded Fd Vi
 302,338 $11,757,925 9.61%
5.
Amplify Etf Tr
 301,483 $11,019,204 9%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)