CCFM
Clear Creek Financial Management Portfolio holdings
AUM
$1.05B
This Quarter Return
+0.31%
1 Year Return
+16.32%
3 Year Return
+55.71%
5 Year Return
+96.94%
10 Year Return
–
AUM
$206M
AUM Growth
+$206M
(-12%)
Cap. Flow
-$33.8M
Cap. Flow
% of AUM
-16.36%
Top 10 Holdings %
Top 10 Hldgs %
54.87%
Holding
166
New
22
Increased
25
Reduced
85
Closed
31
Top Buys
| 1 |
The Acquirers Fund
ZIG
|
$2.43M |
| 2 |
JPMorgan International Bond Opportunities ETF
JPIB
|
$2.06M |
| 3 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$1.34M |
| 4 |
VanEck Semiconductor ETF
SMH
|
$975K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$686K |
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$11.1M |
| 2 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$4.43M |
| 3 |
Amazon
AMZN
|
$2.31M |
| 4 |
Invesco QQQ Trust
QQQ
|
$2.25M |
| 5 |
WisdomTree US SmallCap Earnings Fund
EES
|
$1.94M |
Sector Composition
| 1 | Technology | 2.37% |
| 2 | Consumer Discretionary | 1.49% |
| 3 | Communication Services | 1.42% |
| 4 | Energy | 1.03% |
| 5 | Consumer Staples | 1.02% |
