CCFM
Clear Creek Financial Management Portfolio holdings
AUM
$1.05B
This Quarter Return
+9.53%
1 Year Return
+16.32%
3 Year Return
+55.71%
5 Year Return
+96.94%
10 Year Return
–
AUM
$630M
AUM Growth
+$59.7M
(+10%)
Cap. Flow
+$20M
Cap. Flow
% of AUM
3.18%
Top 10 Holdings %
Top 10 Hldgs %
38.2%
Holding
375
New
53
Increased
150
Reduced
127
Closed
34
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$20.9M |
| 2 |
Invesco QQQ Trust
QQQ
|
$19.9M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$19.5M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$9.98M |
| 5 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$9.76M |
Top Sells
Sector Composition
| 1 | Technology | 5.26% |
| 2 | Consumer Discretionary | 2.12% |
| 3 | Healthcare | 1.86% |
| 4 | Financials | 1.5% |
| 5 | Communication Services | 1.26% |
