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
$1.15B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$4.63M
3
+$4.16M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.04M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$3.59M

Top Sells

1
+$4.94M
2
+$3.96M
3
+$3.74M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$3.43M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.25M

Sector Composition

1 Technology 8.17%
2 Consumer Discretionary 2.88%
3 Financials 2.58%
4 Industrials 2.29%
5 Communication Services 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$416K 0.04%
2,616
+64
402
$412K 0.04%
1,893
-27
403
$412K 0.04%
1,795
+10
404
$407K 0.04%
4,016
+287
405
$407K 0.04%
1,258
+590
406
$405K 0.04%
509
-72
407
$404K 0.04%
4,328
-1,072
408
$401K 0.03%
8,901
+201
409
$398K 0.03%
+2,637
410
$397K 0.03%
8,898
+14
411
$397K 0.03%
7,722
-178
412
$396K 0.03%
2,772
+666
413
$393K 0.03%
6,382
+333
414
$393K 0.03%
1,663
+56
415
$392K 0.03%
3,608
+901
416
$391K 0.03%
14,564
+155
417
$385K 0.03%
3,824
-2,763
418
$384K 0.03%
1,361
+173
419
$382K 0.03%
4,548
-4,025
420
$380K 0.03%
3,080
+1,352
421
$378K 0.03%
1,675
-390
422
$377K 0.03%
28,294
+7,665
423
$376K 0.03%
8,927
-970
424
$376K 0.03%
16,878
+6,361
425
$375K 0.03%
14,711
-505
15 16
17
18 19