CCFM
Clear Creek Financial Management Portfolio holdings
AUM
$1.05B
This Quarter Return
+15.72%
1 Year Return
+16.32%
3 Year Return
+55.71%
5 Year Return
+96.94%
10 Year Return
–
AUM
$386M
AUM Growth
+$386M
(+47%)
Cap. Flow
+$106M
Cap. Flow
% of AUM
27.41%
Top 10 Holdings %
Top 10 Hldgs %
41.08%
Holding
275
New
104
Increased
93
Reduced
41
Closed
27
Top Buys
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$19.2M |
| 2 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$10.9M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$7.74M |
| 4 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$6.01M |
| 5 |
SPDR Gold Trust
GLD
|
$5.68M |
Top Sells
Sector Composition
| 1 | Technology | 3.6% |
| 2 | Consumer Discretionary | 2.49% |
| 3 | Healthcare | 1.77% |
| 4 | Financials | 1.45% |
| 5 | Energy | 1.44% |
