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
301
$228K 0.03%
4,867
302
$228K 0.03%
5,350
-100
303
$228K 0.03%
+10,011
304
$227K 0.03%
+2,956
305
$227K 0.03%
6,164
306
$226K 0.03%
2,781
-2,576
307
$223K 0.03%
7,376
-2,391
308
$220K 0.03%
+3,351
309
$218K 0.03%
2,535
-7
310
$217K 0.03%
+882
311
$217K 0.03%
3,600
+320
312
$216K 0.03%
+9,733
313
$216K 0.03%
3,810
-2,725
314
$216K 0.03%
+3,538
315
$213K 0.03%
+3,512
316
$212K 0.03%
25,739
+1,962
317
$211K 0.03%
+1,311
318
$210K 0.03%
+1,462
319
$209K 0.03%
4,332
-1,323
320
$208K 0.03%
3,552
-488
321
$208K 0.03%
4,625
-103
322
$208K 0.03%
+311
323
$207K 0.03%
+748
324
$204K 0.03%
+359
325
$204K 0.03%
+1,924
11 12
13
14 15