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
76
$2.18M 0.33%
39,277
-614
77
$2.16M 0.33%
28,951
+1,063
78
$2.14M 0.32%
+819
79
$2.09M 0.31%
71,060
+4,270
80
$1.96M 0.3%
40,943
+3,698
81
$1.95M 0.29%
3,441
-60
82
$1.88M 0.28%
28,580
-3,557
83
$1.82M 0.27%
12,268
+2,254
84
$1.8M 0.27%
+13,641
85
$1.8M 0.27%
+59,930
86
$1.77M 0.27%
93,462
-1,296
87
$1.77M 0.27%
18,985
-711
88
$1.76M 0.26%
86,477
-79
89
$1.75M 0.26%
167,809
+37,043
90
$1.7M 0.26%
+116,449
91
$1.69M 0.25%
385,761
+24,131
92
$1.67M 0.25%
+47,174
93
$1.64M 0.25%
141,248
+4,583
94
$1.63M 0.25%
5,336
-12,913
95
$1.6M 0.24%
30,475
+2,981
96
$1.6M 0.24%
11,391
-930
97
$1.55M 0.23%
+19,192
98
$1.52M 0.23%
+26,053
99
$1.45M 0.22%
66,461
+2,916
100
$1.42M 0.21%
9,166
+2,532
2 3
4
5 6