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
326
$68.2K 0.01%
11,970
327
$26.7K ﹤0.01%
26,729
+3,278
328
$7.04K ﹤0.01%
+1,000
329
– –
-10,000
330
– –
-12,128
331
– –
-3,984
332
– –
-31,800
333
– –
-10,168
334
– –
-7,906
335
– –
-11,834
336
– –
-13,374
337
– –
-4,241
338
– –
-2,491
339
– –
-2,548
340
– –
-1,047
341
– –
-6,184
342
– –
-1,489
343
– –
-1,159
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