CCMI

Creative Capital Management Investments Portfolio holdings

AUM $313M
1-Year Est. Return 10.27%
This Quarter Est. Return
1 Year Est. Return
+10.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Sells

1 +$183K
2 +$162K
3 +$83K
4
ETHO icon
Amplify Etho Climate Leadership US ETF
ETHO
+$67.9K
5
HSY icon
Hershey
HSY
+$65.2K

Sector Composition

1 Technology 4.51%
2 Consumer Discretionary 1.67%
3 Financials 1.5%
4 Industrials 0.6%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$18.5K 0.01%
45
127
$18.5K 0.01%
320
128
$18.3K 0.01%
43
129
$17.7K 0.01%
154
130
$16.9K 0.01%
+520
131
$16.9K 0.01%
200
132
$16.9K 0.01%
29
133
$16.8K 0.01%
390
134
$16.6K 0.01%
+220
135
$16.4K 0.01%
+253
136
$16.2K 0.01%
65
137
$15.3K 0.01%
51
138
$15.1K 0.01%
220
139
$14.6K 0.01%
1,326
140
$14K 0.01%
190
141
$13.6K 0.01%
104
142
$12.6K 0.01%
340
143
$12.6K 0.01%
160
144
$12.5K 0.01%
48
145
$12.5K 0.01%
69
146
$12.2K 0.01%
225
147
$11.6K 0.01%
63
148
$11.5K 0.01%
58
149
$11.4K 0.01%
220
150
$11.1K 0.01%
18