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
201
$14.6K 0.01%
+134
202
$13.9K 0.01%
52
+20
203
$13.8K ﹤0.01%
74
204
$13.5K ﹤0.01%
190
205
$13.5K ﹤0.01%
465
206
$13.2K ﹤0.01%
+109
207
$12.5K ﹤0.01%
+147
208
$11.9K ﹤0.01%
100
209
$11.5K ﹤0.01%
+52
210
$11.3K ﹤0.01%
74
211
$11.1K ﹤0.01%
340
212
$10.7K ﹤0.01%
24
213
$10.6K ﹤0.01%
253
214
$10.3K ﹤0.01%
+144
215
$10.2K ﹤0.01%
70
216
$10.1K ﹤0.01%
72
217
$9.63K ﹤0.01%
+397
218
$9.63K ﹤0.01%
257
219
$9.32K ﹤0.01%
41
220
$8.61K ﹤0.01%
249
221
$8.6K ﹤0.01%
+68
222
$8.53K ﹤0.01%
981
+391
223
$8.44K ﹤0.01%
+11
224
$8.19K ﹤0.01%
+408
225
$8.19K ﹤0.01%
83
+21