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
$1.05B
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$13.2M
3
+$12.3M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.11M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.46M

Top Sells

1
+$25M
2
+$23.2M
3
+$15.6M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$15.1M
5
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$5.8M

Sector Composition

1 Technology 7.83%
2 Consumer Discretionary 2.66%
3 Financials 2.64%
4 Industrials 2.2%
5 Communication Services 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$412K 0.04%
581
-6
377
$410K 0.04%
9,897
+2,157
378
$407K 0.04%
1,494
+232
379
$406K 0.04%
7,900
+1,104
380
$405K 0.04%
16,550
+99
381
$400K 0.04%
1,905
+465
382
$399K 0.04%
1,334
+406
383
$398K 0.04%
14,409
+2,528
384
$397K 0.04%
+3,187
385
$396K 0.04%
3,930
+29
386
$395K 0.04%
2,285
-51
387
$392K 0.04%
+8,700
388
$391K 0.04%
5,967
-2,131
389
$390K 0.04%
5,789
+11
390
$384K 0.04%
+3,729
391
$383K 0.04%
2,165
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392
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4,386
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393
$382K 0.04%
764
-38
394
$380K 0.04%
1,785
-150
395
$380K 0.04%
6,184
+169
396
$377K 0.04%
1,789
-288
397
$377K 0.04%
8,884
-35,878
398
$374K 0.04%
6,362
-4,355
399
$371K 0.04%
7,281
+1,897
400
$371K 0.04%
142
+33
14 15
16
17 18