We are live on ! Find out more
CCFM

Clear Creek Financial Management Portfolio holdings

AUM $1.3B
1-Year Est. Return 20.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527M
AUM Growth
+$71.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$13.4M
3
+$12.4M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$12.1M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$9.49M

Top Sells

1
+$13.3M
2
+$12M
3
+$11.7M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$8.26M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$7.58M

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 1.9%
3 Financials 1.86%
4 Healthcare 1.8%
5 Communication Services 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$300K 0.06%
8,796
+92
227
$290K 0.06%
16,504
-23,852
228
$290K 0.06%
41,696
-2,985
229
$288K 0.05%
6,954
-860
230
$283K 0.05%
5,118
231
$282K 0.05%
53,100
-900
232
$280K 0.05%
2,727
-124,751
233
$279K 0.05%
4,350
-500
234
$279K 0.05%
15,008
+246
235
$276K 0.05%
2,948
-359
236
$271K 0.05%
10,168
+1,563
237
$268K 0.05%
2,647
+9
238
$267K 0.05%
8,319
+939
239
$267K 0.05%
3,539
-25,982
240
$267K 0.05%
3,038
+251
241
$262K 0.05%
454
-12
242
$262K 0.05%
+5,470
243
$258K 0.05%
7,085
244
$257K 0.05%
+3,549
245
$255K 0.05%
+5,734
246
$254K 0.05%
5,157
-531
247
$248K 0.05%
+4,109
248
$248K 0.05%
6,545
+412
249
$248K 0.05%
2,260
+187
250
$247K 0.05%
1,489
8 9
10
11 12