Financial Designs Corp
Latest statistics and disclosures from Financial Designs Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITOT, AGG, OMFL, FOCT, DIVO, and represent 62.72% of Financial Designs Corp's stock portfolio.
- Added to shares of these 10 stocks: GTO (+$6.9M), SPGP (+$6.7M), PALC, SCHD, SCHB, SFLR, SCHZ, TJUL, SLV, SGOL.
- Started 10 new stock positions in SCHB, SFLR, SCHZ, SPGP, SLV, SGOL, GTO, TJUL, SCHD, PALC.
- Reduced shares in these 6 stocks: FIXD (-$6.4M), AGG, ITOT, OMFL, VFLO, FOCT.
- Sold out of its position in FIXD.
- Financial Designs Corp was a net buyer of stock by $23M.
- Financial Designs Corp has $152M in assets under management (AUM), dropping by 24.06%.
- Central Index Key (CIK): 0001561383
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Portfolio Holdings for Financial Designs Corp
Financial Designs Corp holds 18 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Financial Designs Corp
SEC 13F filings are viewable for Financial Designs Corp going back to 2022
- Financial Designs Corp 2024 Q1 filed April 12, 2024
- Financial Designs Corp 2023 Q4 filed Jan. 19, 2024
- Financial Designs Corp 2023 Q3 filed Oct. 31, 2023
- Financial Designs Corp 2023 Q2 filed July 14, 2023
- Financial Designs Corp 2023 Q1 filed April 27, 2023
- Financial Designs Corp 2022 Q4 filed April 27, 2023