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
$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
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391
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