CCIA
Cherry Creek Investment Advisors Portfolio holdings
AUM
$213M
This Quarter Return
+9.69%
1 Year Return
+30.1%
3 Year Return
+123.33%
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
–
Cap. Flow
+$152M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.01%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
First Trust NASDAQ Technology Dividend Index Fund
TDIV
|
$9.33M |
| 2 |
First Trust Institutional Preferred Securities and Income ETF
FPEI
|
$7.71M |
| 3 |
Amazon
AMZN
|
$7.48M |
| 4 |
Apple
AAPL
|
$7.19M |
| 5 |
Microsoft
MSFT
|
$6.21M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.49% |
| 2 | Healthcare | 8.65% |
| 3 | Communication Services | 8.45% |
| 4 | Consumer Discretionary | 7.87% |
| 5 | Financials | 6.78% |
