CCIA

Cherry Creek Investment Advisors Portfolio holdings

AUM $231M
1-Year Est. Return 32.32%
This Quarter Est. Return
1 Year Est. Return
+32.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
-$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.91M
2 +$1.46M
3 +$1.33M
4
MMM icon
3M
MMM
+$1.26M
5
PSTG icon
Pure Storage
PSTG
+$738K

Top Sells

1 +$2.9M
2 +$1.92M
3 +$1.36M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.25M
5
DIS icon
Walt Disney
DIS
+$606K

Sector Composition

1 Technology 25.99%
2 Healthcare 9.08%
3 Consumer Discretionary 6.73%
4 Consumer Staples 6.56%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-12,806