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
$519M
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$17.1M
3
+$16.6M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$14.2M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$13.4M

Top Sells

1
+$326M
2
+$262M
3
+$219M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$215M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$98.6M

Sector Composition

1 Technology 5.68%
2 Consumer Discretionary 3.89%
3 Communication Services 3.37%
4 Healthcare 2.6%
5 Energy 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.51%
18,679
-122,549
52
$2.56M 0.49%
+46,847
53
$2.48M 0.48%
21,354
-111,222
54
$2.23M 0.43%
+9,492
55
$2.18M 0.42%
+12,333
56
$2.02M 0.39%
+40,101
57
$2.02M 0.39%
+37,599
58
$1.95M 0.38%
+54,143
59
$1.91M 0.37%
+50,369
60
$1.85M 0.36%
+16,906
61
$1.67M 0.32%
+22,265
62
$1.67M 0.32%
+6,190
63
$1.64M 0.32%
19,042
-247,194
64
$1.63M 0.31%
+18,580
65
$1.62M 0.31%
29,420
-178,714
66
$1.62M 0.31%
+36,722
67
$1.58M 0.31%
+104,622
68
$1.54M 0.3%
+76,266
69
$1.52M 0.29%
+22,464
70
$1.51M 0.29%
+26,285
71
$1.51M 0.29%
22,534
-45,792
72
$1.49M 0.29%
+4,748
73
$1.49M 0.29%
+27,152
74
$1.46M 0.28%
+51,919
75
$1.44M 0.28%
+3,830
1 2
3
4 5