Portfolio (Quarterly)
Guide ↗
CREATIVE FINANCIAL DESIGNS INC /ADV
· CIK 0000819864| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | — | JPMORGAN DIVERSIFIED RETURN USE EQUITY | — | 1 | $127.0 | — | SOLD |
| 82 | REYN | REYNOLDS CONSUMER PRODS INC COM | Consumer Cyclical | 5 | $115.0 | — | SOLD |
| 83 | ABAT | AMERICAN BATTERY TECHNOLOGY COM NEW | Basic Materials | 21 | $70.0 | — | SOLD |
| 84 | GEVO | GEVO INC COM PAR | Basic Materials | 4 | $8.0 | — | SOLD |
Sector Allocation
Technology
23.2%
Financial Services
16.9%
Healthcare
12.3%
Consumer Cyclical
11.5%
Industrials
9.3%
Energy
6.0%
Consumer Defensive
5.2%
Communication Services
5.1%
Utilities
4.0%
Basic Materials
3.3%