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
$577M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.2M
3
+$9.78M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$7.92M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.71M

Top Sells

1
+$16.3M
2
+$11.5M
3
+$9.23M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.4M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.96M

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 1.97%
3 Financials 1.68%
4 Healthcare 1.56%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$340K 0.06%
3,430
-109
227
$337K 0.06%
+8,424
228
$336K 0.06%
13,691
229
$330K 0.06%
1,780
-48
230
$329K 0.06%
3,343
-115
231
$328K 0.06%
2,673
232
$327K 0.06%
7,050
+1,316
233
$325K 0.06%
9,466
+634
234
$322K 0.06%
3,284
-119
235
$318K 0.06%
6,574
-2,082
236
$316K 0.05%
+13,700
237
$311K 0.05%
4,808
+330
238
$309K 0.05%
5,907
+750
239
$309K 0.05%
4,454
+4
240
$308K 0.05%
6,487
+1,017
241
$305K 0.05%
8,824
+28
242
$304K 0.05%
1,555
-30
243
$304K 0.05%
+4,274
244
$304K 0.05%
+2,863
245
$304K 0.05%
+5,077
246
$303K 0.05%
4,877
+462
247
$296K 0.05%
3,948
+409
248
$292K 0.05%
2,675
+28
249
$290K 0.05%
1,494
-84
250
$289K 0.05%
3,104
+66
8 9
10
11 12