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
101
$250K 0.11%
+2,172
102
$248K 0.11%
+5,953
103
$246K 0.11%
+6,315
104
$242K 0.1%
+22,737
105
$242K 0.1%
+4,665
106
$240K 0.1%
+2,863
107
$234K 0.1%
+4,340
108
$231K 0.1%
+5,578
109
$230K 0.1%
+871
110
$227K 0.1%
+10,903
111
$224K 0.1%
+2,200
112
$223K 0.1%
+15,273
113
$222K 0.1%
+6,064
114
$220K 0.09%
+1,683
115
$219K 0.09%
+4,184
116
$218K 0.09%
+8,880
117
$217K 0.09%
+1,327
118
$214K 0.09%
+10,104
119
$212K 0.09%
+656
120
$209K 0.09%
+8,351
121
$209K 0.09%
+1,571
122
$209K 0.09%
+22,850
123
$202K 0.09%
+7,905
124
$202K 0.09%
+3,829
125
$200K 0.09%
+10,600
2 3 4
5
6