CCIA

Cherry Creek Investment Advisors Portfolio holdings

AUM $234M
1-Year Est. Return 25.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.86%
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 +$2.82M
2 +$1.53M
3 +$1.42M
4
MMM icon
3M
MMM
+$1.38M
5
PSTG icon
Everpure, Inc.
PSTG
+$768K

Top Sells

1 +$2.57M
2 +$1.92M
3 +$1.4M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.26M
5
DIS icon
Walt Disney
DIS
+$638K

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
-8,126