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CCFM

Clear Creek Financial Management Portfolio holdings

AUM $1.3B
1-Year Est. Return 20.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.31%
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
+$228M
3
+$191M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$190M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$98.8M

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
– –
-2,395
82
– –
-8,940
83
– –
-11,367
84
– –
-3,142
85
– –
-6,352
86
– –
-2,311
87
– –
-66,220
88
– –
-29,754
89
– –
-6,204
90
– –
-10,543
91
– –
-3,756
92
– –
-11,920
93
– –
-46,920
94
– –
-26,411
95
– –
-1,907
96
– –
-17,743
97
– –
-68,587
98
– –
-2,611
99
– –
-123,800
100
– –
-18,419
2 3
4
5 6