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
$577M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.2M
3
+$9.78M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$7.92M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.71M

Top Sells

1
+$16.3M
2
+$11.5M
3
+$9.23M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.4M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.96M

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 1.97%
3 Financials 1.68%
4 Healthcare 1.56%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$240K 0.04%
1,134
-69
277
$238K 0.04%
1,327
+70
278
$236K 0.04%
2,076
-3,594
279
$234K 0.04%
+7,445
280
$234K 0.04%
5,462
-69
281
$229K 0.04%
35,442
+648
282
$228K 0.04%
+6,948
283
$228K 0.04%
+1,020
284
$226K 0.04%
4,393
+341
285
$226K 0.04%
3,269
+29
286
$225K 0.04%
+6,711
287
$221K 0.04%
2,531
288
$221K 0.04%
18,857
+100
289
$220K 0.04%
2,446
+16
290
$218K 0.04%
6,084
+3
291
$218K 0.04%
+6,396
292
$218K 0.04%
12,633
+18
293
$216K 0.04%
7,528
+364
294
$216K 0.04%
2,013
-714
295
$215K 0.04%
1,050
+10
296
$210K 0.04%
11,805
-3,203
297
$208K 0.04%
1,250
+20
298
$205K 0.04%
+3,620
299
$205K 0.04%
+2,711
300
$205K 0.04%
+1,782
10 11
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