CCIA
Cherry Creek Investment Advisors Portfolio holdings
AUM
$234M
1-Year Est. Return
25.85%
This Fund
S&P 500
1 Year Est. Return
+25.85%
AUM
$234M
AUM Growth
+$2.58M
(+1.1%)
Holding
128
Top Buys
| 1 | +$1.28M | |
| 2 | +$1.09M | |
| 3 | +$976K | |
| 4 |
Eaton
ETN
|
+$803K |
| 5 |
Invesco Variable Rate Investment Grade ETF
VRIG
|
+$528K |
Top Sells
| 1 | +$686K | |
| 2 | +$629K | |
| 3 | +$625K | |
| 4 |
GDLC
Grayscale CoinDesk Crypto 5 ETF
GDLC
|
+$532K |
| 5 |
Oracle
ORCL
|
+$398K |
Sector Composition
| 1 | Technology | 31.76% |
| 2 | Consumer Discretionary | 7.51% |
| 3 | Consumer Staples | 6.96% |
| 4 | Industrials | 6.61% |
| 5 | Healthcare | 5.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Oracle
ORCL
$428B
| – | – |
-1,415
|
|
||
127
Spotify
SPOT
$104B
| – | – |
-983
|
|
||
128
Uber
UBER
$154B
| – | – |
-2,270
|
|