CCIA
Cherry Creek Investment Advisors Portfolio holdings
AUM
$213M
This Quarter Return
+15.47%
1 Year Return
+30.1%
3 Year Return
+123.33%
5 Year Return
–
10 Year Return
–
AUM
$213M
AUM Growth
+$213M
(+11%)
Cap. Flow
-$796K
Cap. Flow
% of AUM
-0.37%
Top 10 Holdings %
Top 10 Hldgs %
51.18%
Holding
124
New
13
Increased
44
Reduced
48
Closed
10
Top Buys
| 1 |
Spotify
SPOT
|
$916K |
| 2 |
Netflix
NFLX
|
$658K |
| 3 |
O'Reilly Automotive
ORLY
|
$590K |
| 4 |
QXO
QXO Inc
QXO
|
$491K |
| 5 |
EVSD
Eaton Vance Short Duration Income ETF
EVSD
|
$461K |
Top Sells
Sector Composition
| 1 | Technology | 30.74% |
| 2 | Consumer Staples | 7.97% |
| 3 | Consumer Discretionary | 7.97% |
| 4 | Healthcare | 5.53% |
| 5 | Communication Services | 5.4% |
