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
$577M
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.2M
3
+$9.78M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$7.92M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.71M

Top Sells

1
+$16.3M
2
+$11.5M
3
+$9.23M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.4M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.96M

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 1.97%
3 Financials 1.68%
4 Healthcare 1.56%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$410K 0.07%
4,354
+967
202
$410K 0.07%
2,414
-165
203
$408K 0.07%
4,720
-25
204
$403K 0.07%
26,310
-100
205
$401K 0.07%
9,401
-1,182
206
$401K 0.07%
11,063
+586
207
$400K 0.07%
1,174
-58
208
$395K 0.07%
3,960
+129
209
$391K 0.07%
539
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210
$388K 0.07%
1,762
-52
211
$380K 0.07%
3,136
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212
$377K 0.07%
29,651
+6
213
$369K 0.06%
6,031
+1,922
214
$365K 0.06%
1,210
-29
215
$364K 0.06%
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216
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217
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11,654
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218
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219
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1,188
220
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+3,770
221
$351K 0.06%
2,609
-293
222
$351K 0.06%
6,971
-47
223
$346K 0.06%
12,061
-331
224
$343K 0.06%
4,101
-1,060
225
$342K 0.06%
+7,771
7 8
9
10 11