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Home > Institutional Investor > Creative Financial Designs Inc V > Profile

Instuitional Investor - Creative Financial Designs Inc V

Fund Profile
Filing Period:
Fund Name: Creative Financial Designs Inc V
Portfolio Value $1,229,172,595
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 377,200 $38,964,800 3.16%
2.
Spdr Series Trust
 749,499 $38,329,363 3.11%
3.
Ishares Trust
 IEF 370,244 $37,309,488 3.03%
4.
Fidelity Total Bond Etf - ETF
 774,785 $34,764,612 2.82%
5.
Apple Inc.
 AAPL 120,618 $30,205,128 2.45%
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)