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
201
$409K 0.08%
+7,890
202
$406K 0.08%
+9,400
203
$402K 0.08%
+9,232
204
$401K 0.08%
+2,704
205
$399K 0.08%
+3,319
206
$397K 0.08%
+8,313
207
$392K 0.08%
+4,099
208
$389K 0.08%
+1,780
209
$385K 0.07%
+3,214
210
$385K 0.07%
+8,160
211
$385K 0.07%
+11,351
212
$384K 0.07%
+1,798
213
$376K 0.07%
+8,185
214
$366K 0.07%
+25,200
215
$364K 0.07%
+11,905
216
$361K 0.07%
+13,112
217
$359K 0.07%
+1,603
218
$358K 0.07%
4,322
-553,914
219
$354K 0.07%
+3,567
220
$352K 0.07%
+23,300
221
$343K 0.07%
+4,896
222
$341K 0.07%
+1,213
223
$340K 0.07%
+4,202
224
$340K 0.07%
+6,700
225
$337K 0.07%
+4,226
7 8
9
10 11