CCM

Coldstream Capital Management Portfolio holdings

AUM $7.76B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$461M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16.9M
3
+$12.3M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$11.6M
5
HEEM icon
iShares Currency Hedged MSCI Emerging Markets
HEEM
+$8.99M

Top Sells

1
+$11.1M
2
+$3.45M
3
+$2.52M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.29M
5
F icon
Ford
F
+$2.16M

Sector Composition

1 Technology 15.18%
2 Consumer Discretionary 5.42%
3 Financials 5.11%
4 Industrials 4.9%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
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