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
301
$205K 0.04%
2,313
+126
302
$203K 0.04%
+460
303
$199K 0.03%
32,116
-9,580
304
$199K 0.03%
19,991
-195
305
$190K 0.03%
13,248
-73
306
$186K 0.03%
11,697
-92
307
$185K 0.03%
18,360
+500
308
$185K 0.03%
11,033
-116
309
$178K 0.03%
26,453
310
$162K 0.03%
10,117
-24,885
311
$141K 0.02%
8,681
+653
312
$137K 0.02%
29,722
+2,222
313
$131K 0.02%
37,194
+2,250
314
$124K 0.02%
12,382
-340
315
$122K 0.02%
12,815
-2,844
316
$121K 0.02%
11,113
+15
317
$120K 0.02%
31,225
318
$114K 0.02%
223,289
+1,570
319
$107K 0.02%
22,508
320
$105K 0.02%
13,110
+200
321
$94.9K 0.02%
10,643
322
$91K 0.02%
31,929
-4,000
323
$85.1K 0.01%
10,200
324
$81.7K 0.01%
38,519
-14,600
325
$70.9K 0.01%
10,550
+500
10 11 12
13
14