CCFM

Clear Creek Financial Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 18.57%
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$519M
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$17.1M
3
+$16.6M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$14.2M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$13.4M

Top Sells

1
+$326M
2
+$262M
3
+$219M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$215M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$98.6M

Sector Composition

1 Technology 5.68%
2 Consumer Discretionary 3.89%
3 Communication Services 3.37%
4 Healthcare 2.6%
5 Energy 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$336K 0.06%
2,697
-4,729
227
$333K 0.06%
+2,916
228
$331K 0.06%
+8,505
229
$330K 0.06%
+6,403
230
$324K 0.06%
+910
231
$320K 0.06%
+14,072
232
$317K 0.06%
+2,899
233
$317K 0.06%
+10,519
234
$312K 0.06%
+10,294
235
$310K 0.06%
6,205
-5,242,859
236
$309K 0.06%
+1,192
237
$309K 0.06%
+2,045
238
$308K 0.06%
+1,694
239
$308K 0.06%
+5,022
240
$301K 0.06%
1,666
-44,723
241
$294K 0.06%
+753
242
$289K 0.06%
+825
243
$287K 0.06%
+1,963
244
$282K 0.05%
+4,797
245
$281K 0.05%
+2,022
246
$277K 0.05%
+1,594
247
$274K 0.05%
+5,244
248
$272K 0.05%
+3,534
249
$271K 0.05%
+3,390
250
$266K 0.05%
+5,942
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