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
$665M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$14.6M
3
+$8.93M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.75M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.27M

Top Sells

1
+$16.3M
2
+$9.57M
3
+$6.48M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.38M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.78M

Sector Composition

1 Technology 7.81%
2 Consumer Discretionary 4.31%
3 Energy 2.95%
4 Consumer Staples 2.23%
5 Financials 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$554K 0.08%
7,120
-141
177
$548K 0.08%
5,707
-168
178
$543K 0.08%
2,402
+33
179
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10,499
-7,701
180
$533K 0.08%
31,570
+5,465
181
$518K 0.08%
33,804
+1,784
182
$506K 0.08%
2,335
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183
$504K 0.08%
28,108
+184
184
$502K 0.08%
4,330
-837
185
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13,103
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186
$493K 0.07%
27,081
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187
$482K 0.07%
2,772
-61
188
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5,139
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189
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3,501
-95
190
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10,780
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191
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193
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1,556
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194
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5,045
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195
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12,220
-97
196
$442K 0.07%
1,479
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197
$442K 0.07%
6,557
-61
198
$442K 0.07%
3,777
-1,948
199
$442K 0.07%
14,160
-1,116
200
$441K 0.07%
3,755
-17,466
6 7
8
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