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
$206M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.43M
3
+$2.53M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$841K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$364K

Top Sells

1
+$294K
2
+$176K
3
+$103K
4
OTIS icon
Otis Worldwide
OTIS
+$94K
5
HON icon
Honeywell
HON
+$81.1K

Sector Composition

1 Technology 5.04%
2 Consumer Discretionary 1.52%
3 Financials 1.35%
4 Healthcare 0.57%
5 Communication Services 0.5%
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