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
251
$265K 0.05%
+5,169
252
$261K 0.05%
+19,445
253
$259K 0.05%
1,948
-34,391
254
$255K 0.05%
+757
255
$253K 0.05%
+4,410
256
$248K 0.05%
+3,639
257
$246K 0.05%
+3,255
258
$245K 0.05%
+5,045
259
$244K 0.05%
+1,056
260
$241K 0.05%
+2,200
261
$241K 0.05%
+4,470
262
$239K 0.05%
+20,375
263
$238K 0.05%
+7,280
264
$227K 0.04%
+1,248
265
$222K 0.04%
+5,008
266
$222K 0.04%
+3,145
267
$222K 0.04%
+5,524
268
$216K 0.04%
+7,523
269
$212K 0.04%
+6,250
270
$212K 0.04%
+5,100
271
$209K 0.04%
+14,451
272
$208K 0.04%
+1,603
273
$205K 0.04%
+4,185
274
$205K 0.04%
+1,884
275
$204K 0.04%
+4,975
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