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
$646M
AUM Growth
+$596M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$18.1M
3
+$16.1M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$14.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$14.3M

Top Sells

1
+$2M
2
+$865K
3
+$225K
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$22.9K

Sector Composition

1 Technology 5.37%
2 Consumer Discretionary 5.24%
3 Industrials 4.39%
4 Communication Services 3.25%
5 Energy 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$70K 0.01%
+14,964
327
$61K 0.01%
+60,667
328
$60K 0.01%
+2,926
329
$50K 0.01%
+83
330
$47K 0.01%
+10,485
331
$27K ﹤0.01%
+802
332
– –
-64,530
333
– –
-21,688
10 11 12 13
14