CCFM
Clear Creek Financial Management Portfolio holdings
AUM
$1.05B
This Quarter Return
+2.67%
1 Year Return
+16.32%
3 Year Return
+55.71%
5 Year Return
+96.94%
10 Year Return
–
AUM
$49.8M
AUM Growth
+$49.8M
(-90%)
Cap. Flow
-$481M
Cap. Flow
% of AUM
-964.23%
Top 10 Holdings %
Top 10 Hldgs %
48.37%
Holding
298
New
–
Increased
1
Reduced
46
Closed
251
Top Buys
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$248K |
Top Sells
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$17.4M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$17M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$16.4M |
| 4 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$14.2M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$12.5M |
Sector Composition
| 1 | Technology | 4.97% |
| 2 | Consumer Discretionary | 3.58% |
| 3 | Communication Services | 2.24% |
| 4 | Healthcare | 1.72% |
| 5 | Consumer Staples | 1.1% |
