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

Top Buys

1
+$10.2M
2
+$9.98M
3
+$6.62M
4
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$6.22M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$6.12M

Top Sells

1
+$11.6M
2
+$4.86M
3
+$4.49M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.09M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.94M

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
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