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
$519M
AUM Growth
-$1.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$17.1M
3
+$16.6M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$14.2M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$13.4M

Top Sells

1
+$326M
2
+$262M
3
+$219M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$215M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$98.6M

Sector Composition

1 Technology 5.68%
2 Consumer Discretionary 3.89%
3 Communication Services 3.37%
4 Healthcare 2.6%
5 Energy 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$548K 0.11%
+24,515
177
$547K 0.11%
1,909
-12,305
178
$547K 0.11%
+4,639
179
$536K 0.1%
+6,120
180
$519K 0.1%
+13,527
181
$515K 0.1%
+24,316
182
$512K 0.1%
+15,875
183
$509K 0.1%
+2,189
184
$505K 0.1%
+12,561
185
$504K 0.1%
+78,149
186
$501K 0.1%
+3,381
187
$498K 0.1%
+7,393
188
$486K 0.09%
+8,574
189
$483K 0.09%
6,720
-306,188
190
$482K 0.09%
+4,236
191
$474K 0.09%
+7,330
192
$471K 0.09%
5,660
-18,860
193
$469K 0.09%
1,327
-1,363
194
$467K 0.09%
+8,975
195
$466K 0.09%
+57,188
196
$449K 0.09%
+26,808
197
$441K 0.09%
+4,124
198
$438K 0.08%
+10,854
199
$417K 0.08%
+3,687
200
$411K 0.08%
+8,550
6 7
8
9 10