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
$665M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$14.6M
3
+$8.93M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.75M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.27M

Top Sells

1
+$16.3M
2
+$9.57M
3
+$6.48M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.38M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.78M

Sector Composition

1 Technology 7.81%
2 Consumer Discretionary 4.31%
3 Energy 2.95%
4 Consumer Staples 2.23%
5 Financials 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.06M 0.76%
188,790
-241,500
27
$5.01M 0.75%
+153,994
28
$4.96M 0.75%
93,944
+6,290
29
$4.95M 0.74%
122,525
-11,389
30
$4.9M 0.74%
+28,243
31
$4.86M 0.73%
54,316
+2,353
32
$4.71M 0.71%
130,149
+58,774
33
$4.56M 0.69%
+122,390
34
$4.46M 0.67%
30,840
-980
35
$4.43M 0.67%
25,788
+2,460
36
$4.28M 0.64%
+118,856
37
$3.88M 0.58%
26,375
-1,743
38
$3.76M 0.57%
+56,113
39
$3.75M 0.56%
+18,172
40
$3.66M 0.55%
91,380
-244
41
$3.56M 0.53%
30,978
+2,514
42
$3.51M 0.53%
30,645
+1,064
43
$3.51M 0.53%
68,501
+6,199
44
$3.48M 0.52%
60,981
-30
45
$3.47M 0.52%
+10,289
46
$3.27M 0.49%
45,371
+4,734
47
$3.25M 0.49%
+23,143
48
$3.2M 0.48%
+21,029
49
$3.18M 0.48%
20,100
-467
50
$3.16M 0.48%
75,800
+19,095
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