CCMI
Creative Capital Management Investments Portfolio holdings
AUM
$280M
1-Year Return
10.7%
This Quarter Return
+5.7%
1 Year Return
+10.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
+$22.3M
(+19%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
12.16%
Top 10 Holdings %
Top 10 Hldgs %
80.74%
Holding
294
New
60
Increased
51
Reduced
29
Closed
53
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 11.56% |
| 2 | Financials | 2.22% |
| 3 | Consumer Discretionary | 2.1% |
| 4 | Healthcare | 1.05% |
| 5 | Communication Services | 0.88% |
