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
76
$406K 0.17%
+16,044
77
$403K 0.17%
+4,934
78
$395K 0.17%
+7,404
79
$388K 0.17%
+1,868
80
$356K 0.15%
+4,250
81
$349K 0.15%
+14,900
82
$347K 0.15%
+2,053
83
$345K 0.15%
+6,043
84
$337K 0.14%
+18,800
85
$322K 0.14%
+30,037
86
$313K 0.13%
+32,248
87
$307K 0.13%
+3,052
88
$296K 0.13%
+5,665
89
$296K 0.13%
+5,367
90
$293K 0.13%
+14,060
91
$293K 0.13%
+6,230
92
$279K 0.12%
+1,440
93
$277K 0.12%
+4,406
94
$277K 0.12%
+5,405
95
$275K 0.12%
+18,382
96
$272K 0.12%
+1,654
97
$263K 0.11%
+5,764
98
$262K 0.11%
+4,291
99
$258K 0.11%
+2,356
100
$250K 0.11%
+4,595
2 3
4
5 6