CCFM

Clear Creek Financial Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 18.57%
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$21M
3
+$16.2M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$10.9M
5
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$7.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.1%
2 Consumer Discretionary 2.56%
3 Financials 1.6%
4 Communication Services 1.41%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.64%
+139,512
27
$1.47M 0.63%
+57,021
28
$1.41M 0.6%
+5,208
29
$1.35M 0.58%
+17,565
30
$1.28M 0.55%
+35,439
31
$1.27M 0.55%
+5,981
32
$1.26M 0.54%
+4,777
33
$1.21M 0.52%
+15,474
34
$1.17M 0.5%
+67,127
35
$1.12M 0.48%
+88,428
36
$1.09M 0.47%
+22,720
37
$1.02M 0.44%
+30,322
38
$940K 0.4%
+6,737
39
$936K 0.4%
+5,952
40
$928K 0.4%
+17,566
41
$927K 0.4%
+24,040
42
$896K 0.38%
+8,015
43
$887K 0.38%
+20,676
44
$822K 0.35%
+2,259
45
$754K 0.32%
+3,909
46
$742K 0.32%
+13,293
47
$713K 0.31%
+17,353
48
$706K 0.3%
+14,596
49
$687K 0.29%
+6,848
50
$679K 0.29%
+81,931
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2
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