CCMI

Creative Capital Management Investments Portfolio holdings

AUM $348M
1-Year Est. Return 17.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.8M
3
+$2.46M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.13M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.15M

Top Sells

1
+$1.07M
2
+$986K
3
+$235K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$206K
5
AMZN icon
Amazon
AMZN
+$56.4K

Sector Composition

1 Technology 4.82%
2 Consumer Discretionary 1.93%
3 Financials 1.45%
4 Industrials 0.62%
5 Healthcare 0.58%
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