CCFM
Clear Creek Financial Management Portfolio holdings
AUM
$1.05B
This Quarter Return
+2.8%
1 Year Return
+16.32%
3 Year Return
+55.71%
5 Year Return
+96.94%
10 Year Return
–
AUM
$825M
AUM Growth
+$825M
(+5.6%)
Cap. Flow
+$39.2M
Cap. Flow
% of AUM
4.75%
Top 10 Holdings %
Top 10 Hldgs %
31.24%
Holding
466
New
46
Increased
227
Reduced
156
Closed
20
Top Buys
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$13.2M |
| 2 |
NVIDIA
NVDA
|
$12M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$6.91M |
| 4 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$5.81M |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
$5.58M |
Top Sells
Sector Composition
| 1 | Technology | 6.63% |
| 2 | Consumer Discretionary | 2.02% |
| 3 | Healthcare | 1.87% |
| 4 | Financials | 1.75% |
| 5 | Communication Services | 1.55% |
