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
$206M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.06M
3
+$1.34M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$975K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$686K

Top Sells

1
+$11.1M
2
+$4.43M
3
+$2.31M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.25M
5
EES icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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153
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154
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155
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156
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157
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3 4 5 6
7