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
$2.2B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$283M
2
+$228M
3
+$191M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$190M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$98.8M

Top Sells

1
+$28M
2
+$23.1M
3
+$21.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$20.2M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$16.3M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-39,626
277
– –
-3,667
278
– –
-314,940
279
– –
-10,970
280
– –
-11,413
281
– –
-831
282
– –
-1,738
283
– –
-753
284
– –
-11,093
285
– –
-2,395
286
– –
-1,788
287
– –
-11,367
288
– –
-3,142
289
– –
-6,352
290
– –
-2,311
8 9 10 11
12