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
326
$203K 0.03%
+559
327
$203K 0.03%
6,884
-1,180
328
$202K 0.03%
+1,104
329
$202K 0.03%
5,177
-82,680
330
$202K 0.03%
+1,638
331
$201K 0.03%
+3,995
332
$201K 0.03%
16,654
+88
333
$198K 0.03%
+519
334
$195K 0.03%
14,410
-484
335
$188K 0.03%
1,443
-37
336
$178K 0.03%
11,312
+307
337
$172K 0.03%
20,405
+2,047
338
$161K 0.02%
7,020
+3
339
$155K 0.02%
26,708
-1,556
340
$147K 0.02%
+10,800
341
$144K 0.02%
+10,650
342
$143K 0.02%
+10,179
343
$135K 0.02%
31,225
344
$131K 0.02%
30,794
345
$100K 0.02%
11,970
346
$88K 0.01%
+259
347
$84K 0.01%
43,255
-600
348
$70K 0.01%
62,141
-93
349
$38K 0.01%
+1,551
350
$37K 0.01%
102
-6
12 13
14
15 16