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
276
$255K 0.04%
+4,550
277
$254K 0.04%
3,079
+355
278
$253K 0.04%
2,150
-195
279
$252K 0.04%
1,666
-32
280
$250K 0.04%
3,096
-1,492
281
$249K 0.04%
+6,633
282
$247K 0.04%
+776
283
$245K 0.04%
4,771
-2,902
284
$245K 0.04%
25,300
+3,800
285
$244K 0.04%
+864
286
$244K 0.04%
+8,561
287
$242K 0.04%
1,585
+20
288
$241K 0.04%
956
-6,144
289
$241K 0.04%
2,535
290
$240K 0.04%
5,652
+1,431
291
$238K 0.04%
+15,273
292
$237K 0.04%
4,430
+330
293
$235K 0.04%
1,413
-43
294
$235K 0.04%
4,680
-20
295
$233K 0.04%
2,027
+3
296
$232K 0.03%
1,115
-27
297
$231K 0.03%
4,054
+111
298
$231K 0.03%
+1,680
299
$230K 0.03%
+2,694
300
$230K 0.03%
+5,144
10 11
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