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
$478M
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$12.8M
3
+$12M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$12M
5
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$8.95M

Top Sells

1
+$26.5M
2
+$13.8M
3
+$12.8M
4
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$12.7M
5
ZIG icon
The Acquirers Fund
ZIG
+$12.6M

Sector Composition

1 Technology 4.92%
2 Financials 2.49%
3 Consumer Discretionary 2.14%
4 Healthcare 1.87%
5 Communication Services 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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390
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