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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
$263M
AUM Growth
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$9.72M
3
+$6.53M
4
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$6.38M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$6.16M

Top Sells

1
+$12.6M
2
+$6.76M
3
+$4.74M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.24M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.09M

Sector Composition

1 Technology 3.1%
2 Consumer Discretionary 1.58%
3 Healthcare 1.3%
4 Communication Services 1.11%
5 Energy 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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189
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