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
101
$1.16M 0.22%
+2,932
102
$1.16M 0.22%
+10,348
103
$1.14M 0.22%
16,475
-793,285
104
$1.14M 0.22%
+12,423
105
$1.13M 0.22%
+110,616
106
$1.12M 0.22%
+20,775
107
$1.11M 0.21%
+8,359
108
$1.08M 0.21%
+7,606
109
$1.06M 0.21%
+32,239
110
$1.04M 0.2%
+10,248
111
$1.04M 0.2%
+58,725
112
$1.03M 0.2%
+29,757
113
$1.02M 0.2%
+27,282
114
$1.02M 0.2%
+15,874
115
$1.01M 0.2%
+45,613
116
$1.01M 0.2%
+69,412
117
$1.01M 0.2%
+46,633
118
$1M 0.19%
+25,066
119
$1M 0.19%
+21,051
120
$991K 0.19%
+79,128
121
$977K 0.19%
+7,325
122
$961K 0.19%
+6,288
123
$954K 0.18%
+23,591
124
$948K 0.18%
+22,609
125
$935K 0.18%
+15,916
3 4
5
6 7