CCFM
Clear Creek Financial Management Portfolio holdings
AUM
$1.05B
1-Year Return
16.32%
This Quarter Return
+5.44%
1 Year Return
+16.32%
3 Year Return
+55.71%
5 Year Return
+96.94%
10 Year Return
–
AUM
$2.2B
AUM Growth
+$1.82B
(+471%)
Cap. Flow
+$1.82B
Cap. Flow
% of AUM
82.36%
Top 10 Holdings %
Top 10 Hldgs %
60.46%
Holding
295
New
47
Increased
31
Reduced
2
Closed
215
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$283M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$227M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$192M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$192M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$98.6M |
Top Sells
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
