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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
-0.87%
1 Year Est. Return
+20.31%
3 Year Est. Return
+57.84%
5 Year Est. Return
+73.77%
10 Year Est. Return
–
AUM
$1.3B
AUM Growth
+$79.3M
(+6.5%)
Cap. Flow
+$105M
Cap. Flow
% of AUM
8.04%
Top 10 Holdings %
Top 10 Hldgs %
21.29%
Holding
658
New
77
Increased
335
Reduced
171
Closed
50
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$34.9M |
| 2 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$8.37M |
| 3 |
SGVT
Schwab Government Money Market ETF
SGVT
|
+$7.93M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$7.49M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$5.91M |
Top Sells
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$13M |
| 2 |
SPDR Gold Trust
GLD
|
+$9.5M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$8.61M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$6.44M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$4.81M |
Sector Composition
| 1 | Technology | 8.29% |
| 2 | Consumer Discretionary | 2.63% |
| 3 | Industrials | 2.48% |
| 4 | Financials | 1.99% |
| 5 | Communication Services | 1.89% |
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