We are live on ! Find out more
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
$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
201
– –
-39,664
202
– –
-2,963
203
– –
-2,936
204
– –
-17,949
205
– –
-2,200
206
– –
-6,873
207
– –
-1,757
208
– –
-41,420
209
– –
-9,721
210
– –
-51,422
211
– –
-11,079
212
– –
-7,645
213
– –
-38,157
214
– –
-4,671
215
– –
-1,495
216
– –
-2,255
217
– –
-2,527
218
– –
-63,091
219
– –
-10,676
220
– –
-13,910
221
– –
-12,206
222
– –
-28,902
223
– –
-13,995
224
– –
-12,978
225
– –
-1,495
7 8
9
10 11