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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 $151,819,011
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 278,718 $35,848,709 23.61%
2.
Ishares Trust
 IEF 242,049 $23,454,548 15.44%
3.
Invesco Exch Trd Slf Idx Fd
 237,468 $12,877,890 8.48%
4.
Amplify Etf Tr
 290,582 $11,762,759 7.74%
5.
Ishares Tr
 163,074 $10,785,714 7.1%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)