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
176
$20.9K 0.01%
375
177
$20.8K 0.01%
154
178
$20.8K 0.01%
+162
179
$20.3K 0.01%
63
180
$20K 0.01%
+378
181
$19.5K 0.01%
82
+24
182
$18.6K 0.01%
204
183
$18.5K 0.01%
+114
184
$18.5K 0.01%
35
185
$18.1K 0.01%
90
186
$17.9K 0.01%
200
187
$17.7K 0.01%
1,058
188
$17.4K 0.01%
251
+107
189
$17.2K 0.01%
769
190
$17.1K 0.01%
+71
191
$17K 0.01%
+215
192
$16.9K 0.01%
+130
193
$16.7K 0.01%
+38
194
$16.6K 0.01%
210
195
$16.1K 0.01%
325
196
$15.8K 0.01%
300
197
$15.5K 0.01%
+467
198
$14.9K 0.01%
48
199
$14.8K 0.01%
350
200
$14.8K 0.01%
+161