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
126
$194K 0.08%
+13,600
127
$181K 0.08%
+18,862
128
$163K 0.07%
+10,908
129
$141K 0.06%
+17,135
130
$86K 0.04%
+11,367
131
$85K 0.04%
+16,519
132
$75K 0.03%
+118
133
$33K 0.01%
+10,612
134
$11K ﹤0.01%
+14,831
135
$4K ﹤0.01%
+510
2 3 4 5
6