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CCFM

Clear Creek Financial Management Portfolio holdings

AUM $1.3B
1-Year Est. Return 20.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.31%
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
+$16.7M
2
+$14.7M
3
+$8.64M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.43M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.05M

Top Sells

1
+$16.3M
2
+$9.32M
3
+$6.44M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.26M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$5.81M

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
351
$23K ﹤0.01%
14,964
352
$8K ﹤0.01%
554
-220
353
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-11,950
354
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-18,715
355
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-7,456
356
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-155,817
357
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-16,091
358
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-611,335
359
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-465
360
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-2,712
361
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-31,632
362
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-4,453
363
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-10,275
364
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-24,804
365
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-12,654
366
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-34,505
367
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-2,600
368
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369
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-96,050
370
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371
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-19,704
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-110,485
375
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-17,758
12 13 14
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