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
51
$3.02M 0.45%
72,901
-397
52
$3.02M 0.45%
+30,034
53
$2.97M 0.45%
15,738
+14,842
54
$2.96M 0.45%
6,779
-17
55
$2.9M 0.44%
16,989
-1,239
56
$2.86M 0.43%
12,668
-579
57
$2.84M 0.43%
57,390
+4,752
58
$2.74M 0.41%
92,308
-31,658
59
$2.66M 0.4%
54,567
+50,395
60
$2.63M 0.4%
+492,110
61
$2.63M 0.39%
27,750
+4,219
62
$2.57M 0.39%
59,520
+4,807
63
$2.56M 0.39%
34,007
-37,971
64
$2.54M 0.38%
+71,951
65
$2.47M 0.37%
81,499
-4,770
66
$2.42M 0.36%
54,128
+12,713
67
$2.38M 0.36%
43,252
-3,142
68
$2.37M 0.36%
188,584
+54,043
69
$2.36M 0.36%
+34,772
70
$2.35M 0.35%
6,672
+1,095
71
$2.31M 0.35%
48,206
-11,734
72
$2.24M 0.34%
26,443
-5,167
73
$2.24M 0.34%
42,038
+6,740
74
$2.23M 0.33%
84,552
+26,373
75
$2.21M 0.33%
37,527
+3,545
1 2
3
4 5