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
$255M
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11M
3
+$10.6M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$9.62M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$6.89M

Top Sells

1
+$6.27M
2
+$5.54M
3
+$4.77M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.25M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$3.7M

Sector Composition

1 Technology 2.44%
2 Consumer Discretionary 1.53%
3 Communication Services 1.17%
4 Energy 1.08%
5 Consumer Staples 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-8,417
152
– –
-23,297
153
– –
-1,897
3 4 5 6
7