CCFM

Clear Creek Financial Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$570M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.2%
2 Consumer Discretionary 2%
3 Healthcare 1.75%
4 Financials 1.56%
5 Communication Services 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-3,480
327
-460
328
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329
-6,711
330
-6,637
331
-27,680
332
-10,200
333
-3,620
334
-3,284
335
-2,863
336
-6,681
337
-4,274
338
-1,782
339
-6,396
340
-95,340
341
-8,624
342
-10,117
343
-1,000
344
-10,643
345
-27,859
346
-6,084
347
-2,013
348
-1,020