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
201
$437K 0.07%
+7,633
202
$433K 0.07%
+2,092
203
$426K 0.06%
8,404
+52
204
$418K 0.06%
9,389
-211
205
$414K 0.06%
3,526
-35
206
$406K 0.06%
6,636
-3,138
207
$405K 0.06%
1,772
+30
208
$405K 0.06%
13,675
-186
209
$403K 0.06%
8,096
-156
210
$401K 0.06%
2,480
+1,248
211
$400K 0.06%
8,398
+246
212
$400K 0.06%
6,300
-3,900
213
$386K 0.06%
3,744
+674
214
$384K 0.06%
2,345
+301
215
$382K 0.06%
+12,420
216
$379K 0.06%
17,987
-1,493
217
$378K 0.06%
9,674
+464
218
$377K 0.06%
8,791
+3,187
219
$377K 0.06%
+121
220
$369K 0.06%
4,261
-504
221
$367K 0.06%
461
+34
222
$366K 0.06%
2,602
-62
223
$366K 0.06%
3,729
-477
224
$365K 0.05%
+9,024
225
$364K 0.05%
1,465
-77
7 8
9
10 11