CCMI

Creative Capital Management Investments Portfolio holdings

AUM $331M
1-Year Est. Return 15.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.12%
2 Financials 1.3%
3 Consumer Discretionary 1.26%
4 Healthcare 0.81%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$28.6K 0.01%
321
152
$28.4K 0.01%
115
+12
153
$28.3K 0.01%
+252
154
$26.3K 0.01%
199
155
$26K 0.01%
390
156
$25.6K 0.01%
87
157
$25.4K 0.01%
+400
158
$24.9K 0.01%
565
159
$24.7K 0.01%
245
160
$24.5K 0.01%
+711
161
$23.9K 0.01%
226
162
$23.6K 0.01%
220
163
$23.5K 0.01%
233
164
$23.5K 0.01%
251
165
$23.3K 0.01%
26
166
$23.1K 0.01%
253
167
$22.9K 0.01%
283
168
$22.9K 0.01%
45
169
$22.7K 0.01%
43
170
$22.5K 0.01%
333
171
$22.4K 0.01%
+228
172
$22.3K 0.01%
51
173
$22K 0.01%
200
174
$21.9K 0.01%
343
175
$21.6K 0.01%
509