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
126
$952K 0.14%
19,360
-707
127
$948K 0.14%
34,141
+13,839
128
$940K 0.14%
6,008
+664
129
$914K 0.14%
3,951
-22
130
$901K 0.14%
15,068
-42
131
$890K 0.13%
5,331
-104
132
$889K 0.13%
2,323
+116
133
$875K 0.13%
12,230
-1,136
134
$866K 0.13%
+26,612
135
$866K 0.13%
7,639
-114
136
$856K 0.13%
2,667
-29,814
137
$847K 0.13%
+40,545
138
$846K 0.13%
3,321
+64
139
$842K 0.13%
6,002
-41,139
140
$796K 0.12%
+39,150
141
$794K 0.12%
9,389
-68
142
$785K 0.12%
15,105
-310
143
$782K 0.12%
15,186
-1,252
144
$756K 0.11%
34,088
+4,277
145
$755K 0.11%
15,313
-103
146
$755K 0.11%
4,864
-708
147
$754K 0.11%
3,745
+611
148
$752K 0.11%
3,113
-567
149
$746K 0.11%
4,361
-356
150
$740K 0.11%
4,984
-159
4 5
6
7 8