CCFM

Clear Creek Financial Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$283M
2
+$228M
3
+$191M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$190M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$98.8M

Top Sells

1
+$28M
2
+$23.1M
3
+$21.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$20.2M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$16.3M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-10,676
177
– –
-13,910
178
– –
-1,495
179
– –
-2,953
180
– –
-65,870
181
– –
-5,527
182
– –
-1,472
183
– –
-3,379
184
– –
-1,839
185
– –
-2,402
186
– –
-8,852
187
– –
-21,650
188
– –
-4,507
189
– –
-12,435
190
– –
-9,046
191
– –
-2,040
192
– –
-3,040
193
– –
-7,260
194
– –
-6,572
195
– –
-2,611
196
– –
-22,000
197
– –
-3,374
198
– –
-18,419
199
– –
-164,036
200
– –
-15,112
6 7
8
9 10