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
$665M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$14.6M
3
+$8.93M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.75M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.27M

Top Sells

1
+$16.3M
2
+$9.57M
3
+$6.48M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.38M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.78M

Sector Composition

1 Technology 7.81%
2 Consumer Discretionary 4.31%
3 Energy 2.95%
4 Consumer Staples 2.23%
5 Financials 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$301K 0.05%
5,709
-120
252
$298K 0.04%
+2,301
253
$292K 0.04%
2,140
+159
254
$291K 0.04%
3,383
+41
255
$289K 0.04%
6,949
256
$289K 0.04%
5,623
+439
257
$287K 0.04%
9,528
+7
258
$285K 0.04%
13,741
+2,368
259
$282K 0.04%
786
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260
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3,232
-5,000
261
$279K 0.04%
+4,561
262
$277K 0.04%
7,202
-6,175
263
$277K 0.04%
+15,112
264
$275K 0.04%
1,091
+44
265
$274K 0.04%
19,464
-53,380
266
$273K 0.04%
15,034
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267
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5,458
-2,739
269
$270K 0.04%
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270
$266K 0.04%
68,276
+44,752
271
$260K 0.04%
2,650
+150
272
$259K 0.04%
8,749
-883
273
$259K 0.04%
3,411
-40
274
$258K 0.04%
21,249
+176
275
$256K 0.04%
559
+4
9 10
11
12 13