CCFM

Clear Creek Financial Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 16.32%
This Quarter Est. Return
1 Year Est. Return
+16.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$781M
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.8%
2 Healthcare 2.12%
3 Financials 1.99%
4 Consumer Discretionary 1.98%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$350K 0.04%
1,118
+224
302
$346K 0.04%
8,708
-116
303
$346K 0.04%
7,975
+1,961
304
$343K 0.04%
+5,951
305
$342K 0.04%
+4,224
306
$341K 0.04%
4,475
-627
307
$341K 0.04%
+3,200
308
$333K 0.04%
3,092
-497
309
$333K 0.04%
+6,090
310
$329K 0.04%
14,450
+1,250
311
$327K 0.04%
6,843
-6,427
312
$325K 0.04%
6,826
-4,288
313
$324K 0.04%
+995
314
$324K 0.04%
+67,291
315
$322K 0.04%
1,869
-135
316
$321K 0.04%
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317
$321K 0.04%
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318
$316K 0.04%
+6,422
319
$313K 0.04%
7,879
-363
320
$313K 0.04%
7,065
-110
321
$311K 0.04%
12,116
-2,193
322
$310K 0.04%
3,552
+946
323
$308K 0.04%
1,063
+27
324
$304K 0.04%
+6,310
325
$302K 0.04%
+1,586