Financial Designs Corp - Portfolio overview

Financial Designs Corp has 42 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 21.86%
2. AGG - ISHARES TR, 14.64%
3. OMFL - INVESCO EXCH TRD SLF IDX FD, 7.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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