Financial Designs Corp
Annual return '25
+14.5%
SPY '25
+17.7%
Alpha
-3.2ptsvs SPY
Invested
$179.6M
Holdings
40
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ITOT
ISHARES TR
Q1 2026: Sold 88.0% (283.2k → 34.1k shares)
22.5%
02
$AGG
ISHARES TR
Q1 2026: Sold 96.8% (272.4k → 8.8k shares)
15.1%
03
$OMFL
INVESCO EXCH TRD SLF IDX FD
Q1 2026: Exited (was 231.5k shares)
7.7%
04
$IXUS
ISHARES TR
Q1 2026: Exited (was 158.0k shares)
7.6%
05
$HEGD
LISTED FDS TR
Q1 2026: Exited (was 546.2k shares)
7.5%
06
$DIVO
AMPLIFY ETF TR
Q1 2026: Exited (was 302.8k shares)
7.5%
07
$RUNN
STRATEGIC TRUST
Q1 2026: Exited (was 287.1k shares)
5.1%
08
$TXUE
THORNBURG ETF TR
Q1 2026: Exited (was 279.9k shares)
5.0%
09
$VFLO
VICTORY PORTFOLIOS II
Q1 2026: Exited (was 226.9k shares)
5.0%
10
$BALT
INNOVATOR ETFS TRUST
Q1 2026: Exited (was 131.9k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:27 UTC.