CCMI
Creative Capital Management Investments Portfolio holdings
AUM
$280M
1-Year Return
10.7%
This Quarter Return
-2.6%
1 Year Return
+10.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$239M
AUM Growth
-$60.2K
(-0.03%)
Cap. Flow
+$6.75M
Cap. Flow
% of AUM
2.82%
Top 10 Holdings %
Top 10 Hldgs %
86.45%
Holding
293
New
53
Increased
44
Reduced
27
Closed
24
Top Buys
Top Sells
| 1 |
Tesla
TSLA
|
+$528K |
| 2 |
Amazon
AMZN
|
+$292K |
| 3 |
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
|
+$104K |
| 4 |
Avidity Biosciences
RNA
|
+$73.6K |
| 5 |
Mondelez International
MDLZ
|
+$47.8K |
Sector Composition
| 1 | Technology | 5.06% |
| 2 | Consumer Discretionary | 1.66% |
| 3 | Financials | 1.65% |
| 4 | Healthcare | 0.91% |
| 5 | Industrials | 0.73% |
