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
51
$671K 0.29%
+13,603
52
$661K 0.28%
+11,990
53
$655K 0.28%
+4,320
54
$650K 0.28%
+16,750
55
$635K 0.27%
+13,490
56
$625K 0.27%
+11,580
57
$607K 0.26%
+33,881
58
$606K 0.26%
+5,350
59
$574K 0.25%
+5,343
60
$570K 0.24%
+17,761
61
$568K 0.24%
+98,515
62
$533K 0.23%
+4,284
63
$524K 0.22%
+8,060
64
$495K 0.21%
+3,447
65
$479K 0.21%
+9,954
66
$467K 0.2%
+29,344
67
$459K 0.2%
+3,854
68
$456K 0.2%
+38,780
69
$443K 0.19%
+5,343
70
$440K 0.19%
+107,320
71
$437K 0.19%
+7,503
72
$431K 0.18%
+14,739
73
$430K 0.18%
+29,175
74
$428K 0.18%
+3,079
75
$422K 0.18%
+3,319
1 2
3
4 5