CCFM

Clear Creek Financial Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$10.6M
3
+$7.63M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$5.96M
5
GLD icon
SPDR Gold Trust
GLD
+$5.47M

Top Sells

1
+$8.85M
2
+$7.24M
3
+$6.62M
4
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$6.22M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$4.41M

Sector Composition

1 Technology 3.6%
2 Consumer Discretionary 2.49%
3 Healthcare 1.77%
4 Financials 1.45%
5 Energy 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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