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
$164M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.2M
3
+$694K
4
PLTR icon
Palantir
PLTR
+$620K
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$597K

Top Sells

1
+$5.83M
2
+$1.15M
3
+$1.03M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$332K
5
MMM icon
3M
MMM
+$257K

Sector Composition

1 Technology 29.05%
2 Healthcare 8.45%
3 Consumer Discretionary 7.45%
4 Consumer Staples 6.49%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,609
102
– –
-345,586
103
– –
-30,920
104
– –
-8,246
1 2 3 4
5