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CCFM

Clear Creek Financial Management Portfolio holdings

AUM $1.3B
1-Year Est. Return 20.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.08M
3
+$1.34M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$847K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$655K

Top Sells

1
+$10.7M
2
+$4.27M
3
+$2.42M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.13M
5
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$1.81M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-10,908
152
– –
-10,903
153
– –
-656
154
– –
-139,512
155
– –
-14,596
156
– –
-8,060
157
– –
-510
3 4 5 6
7