CCM
Colorado Capital Management Portfolio holdings
AUM
$259M
1-Year Est. Return
12.28%
1 Year Est. Return
+12.28%
AUM
$233M
AUM Growth
+$18.7M
(+8.7%)
Holding
103
Top Buys
| 1 | +$3.68M | |
| 2 | +$1.39M | |
| 3 | +$1.35M | |
| 4 |
First Western Financial
MYFW
|
+$897K |
| 5 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$700K |
Top Sells
| 1 | +$3.02M | |
| 2 | +$1.11M | |
| 3 | +$852K | |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$343K |
| 5 |
iShares ESG Aware USD Corporate Bond ETF
SUSC
|
+$287K |
Sector Composition
| 1 | Technology | 4.15% |
| 2 | Financials | 1.27% |
| 3 | Communication Services | 1.2% |
| 4 | Consumer Discretionary | 0.71% |
| 5 | Healthcare | 0.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.7B
| – | – |
-4,203
|
|
||
102
iShares Fallen Angels USD Bond ETF
FALN
$1.8B
| – | – |
-10,240
|
|
||
103
AXS Change Finance ESG ETF
CHGX
$136M
| – | – |
-127,439
|
|