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CCFM

Clear Creek Financial Management Portfolio holdings

AUM $1.3B
1-Year Est. Return 20.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$965M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.4M
3
+$12.2M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$11.9M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$8.69M

Top Sells

1
+$14.1M
2
+$14M
3
+$9.64M
4
QVMT
Invesco S&P 500 Concentrated QVM ETF
QVMT
+$9.13M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$6.69M

Sector Composition

1 Technology 6.73%
2 Financials 2.25%
3 Consumer Discretionary 2.09%
4 Healthcare 1.87%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$617K 0.06%
12,435
+87
277
$614K 0.06%
4,231
-1,388
278
$613K 0.06%
9,664
+6,926
279
$610K 0.06%
8,992
+4,472
280
$607K 0.06%
13,826
+527
281
$606K 0.06%
21,234
-2,482
282
$603K 0.06%
5,440
+162
283
$600K 0.06%
4,184
+430
284
$599K 0.06%
4,515
-418
285
$590K 0.06%
6,566
+1,303
286
$586K 0.06%
4,811
+83
287
$585K 0.06%
18,666
-13,620
288
$581K 0.06%
5,859
+52
289
$579K 0.06%
+9,698
290
$579K 0.06%
6,060
-200
291
$578K 0.06%
+1,329
292
$578K 0.06%
+6,627
293
$575K 0.06%
5,939
+365
294
$563K 0.06%
9,459
-404
295
$563K 0.06%
12,022
+3,248
296
$559K 0.06%
74,193
+1,565
297
$557K 0.06%
23,400
-300
298
$554K 0.06%
585
+141
299
$547K 0.06%
8,012
-41
300
$537K 0.06%
9,197
+3,663
10 11
12
13 14