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
101
$1.35M 0.2%
8,093
+100
102
$1.28M 0.19%
14,943
-4,196
103
$1.27M 0.19%
16,328
+2,649
104
$1.26M 0.19%
9,552
-558
105
$1.23M 0.19%
2,973
+7
106
$1.23M 0.19%
7,323
-9
107
$1.22M 0.18%
57,562
+1,578
108
$1.21M 0.18%
29,161
+5,634
109
$1.21M 0.18%
21,528
+207
110
$1.19M 0.18%
63,868
+5,539
111
$1.17M 0.18%
18,700
+1,698
112
$1.14M 0.17%
7,880
+840
113
$1.13M 0.17%
47,209
+21,231
114
$1.13M 0.17%
86,072
+1,225
115
$1.13M 0.17%
39,093
+1,718
116
$1.11M 0.17%
10,988
+1,067
117
$1.09M 0.16%
6,572
-33,633
118
$1.05M 0.16%
48,161
+4,035
119
$1.01M 0.15%
22,759
120
$1.01M 0.15%
8,500
-5,463
121
$1.01M 0.15%
17,076
-3,155
122
$994K 0.15%
12,517
-2,339
123
$987K 0.15%
8,654
-1,176
124
$977K 0.15%
1,931
-11,425
125
$963K 0.14%
13,390
+850
3 4
5
6 7