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
$2.2B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$283M
2
+$227M
3
+$192M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$192M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$98.6M

Top Sells

1
+$28M
2
+$23.1M
3
+$21.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$20.2M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$16.3M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.05M 0.23%
+63,206
52
$4.85M 0.22%
36,339
+34,617
53
$4.48M 0.2%
+28,668
54
$3.99M 0.18%
68,326
+46,098
55
$3.47M 0.16%
38,580
-18,008
56
$3.46M 0.16%
45,434
+24,220
57
$3.15M 0.14%
+14,214
58
$2.84M 0.13%
+46,396
59
$2.56M 0.12%
+29,624
60
$2.03M 0.09%
24,520
+18,863
61
$2M 0.09%
+33,902
62
$1.98M 0.09%
+9,196
63
$1.82M 0.08%
+8,922
64
$1.21M 0.06%
+24,984
65
$1.15M 0.05%
+6,408
66
$1.01M 0.05%
+23,016
67
$996K 0.05%
+11,864
68
$940K 0.04%
+7,426
69
$912K 0.04%
+18,280
70
$910K 0.04%
11,252
+109
71
$838K 0.04%
2,690
-902
72
$766K 0.03%
+6,114
73
$666K 0.03%
+9,884
74
$664K 0.03%
+3,390
75
$634K 0.03%
+22,972
1 2
3
4 5