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
76
$1.43M 0.28%
+9,398
77
$1.41M 0.27%
+15,953
78
$1.4M 0.27%
+34,034
79
$1.38M 0.27%
+30,894
80
$1.38M 0.27%
+24,349
81
$1.38M 0.27%
+6,909
82
$1.36M 0.26%
+100,573
83
$1.35M 0.26%
+8,865
84
$1.35M 0.26%
+132,109
85
$1.33M 0.26%
+7,054
86
$1.32M 0.25%
+10,794
87
$1.3M 0.25%
+2,434
88
$1.3M 0.25%
+16,050
89
$1.29M 0.25%
+11,381
90
$1.28M 0.25%
+8,148
91
$1.28M 0.25%
+15,119
92
$1.27M 0.25%
+11,402
93
$1.26M 0.24%
+9,329
94
$1.25M 0.24%
+9,648
95
$1.23M 0.24%
+36,445
96
$1.22M 0.24%
+15,799
97
$1.22M 0.24%
6,265
-46,285
98
$1.21M 0.23%
+90,365
99
$1.21M 0.23%
4,767
-59,783
100
$1.18M 0.23%
+31,945
2 3
4
5 6