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
76
$592K 0.03%
14,694
+2,281
77
$552K 0.03%
+3,560
78
$528K 0.02%
+8,832
79
$456K 0.02%
+8,296
80
$424K 0.02%
+6,008
81
– –
-11,843
82
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-12,755
83
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-20,281
84
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-73,737
85
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-253,016
86
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-4,172
87
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-1,344
88
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-101,373
89
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-5,820
90
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-4,486
91
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-42,858
92
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-13,360
93
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-6,120
94
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-8,852
95
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-21,650
96
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-4,507
97
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-12,435
98
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-9,046
99
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-2,040
100
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-3,040
2 3
4
5 6