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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
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104
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-583
108
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-9,798
111
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114
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115
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116
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-71,564
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118
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119
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-8,368
120
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-7,477
124
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