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CCFM

Clear Creek Financial Management Portfolio holdings

AUM $1.56B
1-Year Est. Return 31.02%
This Fund
S&P 500
This Quarter Est. Return
+14.05%
1 Year Est. Return
+31.02%
3 Year Est. Return
+81.03%
5 Year Est. Return
+94.03%
10 Year Est. Return
AUM
$519M
AUM Growth
-$1.69B
Cap. Flow
-$1.81B
Cap. Flow %
-348.8%
Top 10 Hldgs %
26.89%
Holding
343
New
263
Increased
2
Reduced
33
Closed
45

Sector Composition

Rank Sector Weight
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
SPAB icon
1
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.74B
$20.5M 3.95%
+666,106
New +$20.5M
SPYM
2
State Street SPDR Portfolio S&P 500 ETF
SPYM
$161B
$17.1M 3.29%
+388,104
New +$16.2M
SCHM icon
3
Schwab US Mid-Cap ETF
SCHM
$14.5B
$16.6M 3.2%
+730,044
New +$15.2M
ANGL icon
4
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.08B
$14.2M 2.74%
+443,296
New +$13.7M
MTUM icon
5
iShares MSCI USA Momentum Factor ETF
MTUM
$25.2B
$13.4M 2.59%
+83,182
New +$12.7M
IVV icon
6
iShares Core S&P 500 ETF
IVV
$877B
$13.4M 2.58%
35,609
-193,415
-84% -$68.8M
QQQ icon
7
Invesco QQQ Trust
QQQ
$453B
$12M 2.31%
+38,270
New +$11.2M
GOVT icon
8
iShares US Treasury Bond ETF
GOVT
$43.6B
$11.3M 2.19%
+416,253
New +$11.5M
SMH icon
9
VanEck Semiconductor ETF
SMH
$65.6B
$10.7M 2.06%
+97,770
New +$9.69M
FVD icon
10
First Trust Value Line Dividend Fund
FVD
$8.33B
$10.3M 1.98%
+292,896
New +$9.91M
LQD icon
11
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.2B
$10.1M 1.94%
72,872
-31,078
-30% -$4.23M
SMMV icon
12
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$289M
$8.89M 1.71%
+262,339
New +$8.33M
DFEB icon
13
FT Vest US Equity Deep Buffer ETF February
DFEB
$460M
$8.28M 1.6%
+255,675
New +$8.09M
GLD icon
14
SPDR Gold Trust
GLD
$131B
$7.92M 1.53%
+44,385
New +$7.82M
ZIG icon
15
The Acquirers Fund
ZIG
$31.7M
$7.77M 1.5%
+337,841
New +$7.59M
WIZ
16
DELISTED
Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ
$7.22M 1.39%
+216,381
New +$6.89M
IUSB icon
17
iShares Core Universal USD Bond ETF
IUSB
$42.8B
$7.2M 1.39%
+131,851
New +$7.16M
AMZN icon
18
Amazon
AMZN
$2.91T
$7.19M 1.39%
+44,180
New +$7.05M
EFG icon
19
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$6.71M 1.29%
66,533
+27,953
+72% +$2.64M
MSFT icon
20
Microsoft
MSFT
$3.44T
$6.7M 1.29%
+30,110
New +$6.47M
RODM icon
21
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.62B
$6.57M 1.27%
+232,091
New +$6.31M
SPY icon
22
State Street SPDR S&P 500 ETF Trust
SPY
$789B
$6.38M 1.23%
+17,220
New +$6.11M
AAPL icon
23
Apple
AAPL
$4.43T
$6.03M 1.16%
+45,464
New +$5.47M
SPYG icon
24
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.6B
$5.91M 1.14%
+106,809
New +$5.61M
AIA icon
25
iShares Asia 50 ETF
AIA
$4.61B
$5.9M 1.14%
+67,707
New +$5.41M

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Clear Creek Financial Management's Q4 2020 Portfolio in Review

As of Q4 2020, Clear Creek Financial Management held 343 positions worth $519M, down 76% from $2.2B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Clear Creek Financial Management withdrew a net $1.81B in Q4 2020, closing 45 positions and reducing 33 holdings. Its most notable exit was iShares National Muni Bond ETF, an estimated $98.6M position sold in full.

By sector, the portfolio is most concentrated in Technology at 5.7% of assets, up from 0% a quarter earlier, followed by Consumer Discretionary and Communication Services.

Against the trend, Clear Creek Financial Management opened a new position in State Street SPDR Portfolio Aggregate Bond ETF worth $20.5M.

  • Clear Creek Financial Management's largest Q4 2020 buy was State Street SPDR Portfolio Aggregate Bond ETF: 666,106 shares worth $20.5M.
  • Clear Creek Financial Management added most to iShares MSCI EAFE Growth ETF in Q4 2020, an estimated $2.64M increase.
  • Clear Creek Financial Management's biggest Q4 2020 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $304M.
  • Clear Creek Financial Management fully exited iShares National Muni Bond ETF in Q4 2020, selling an estimated $98.6M.
  • Clear Creek Financial Management's ten largest holdings make up 27% of its $519M portfolio in Q4 2020.
  • Clear Creek Financial Management opened 263 new positions and closed 45 in Q4 2020.
  • Clear Creek Financial Management's portfolio value fell 76% quarter-over-quarter to $519M.

Based on Clear Creek Financial Management's 13F filing for Q4 2020, filed 12 Feb 2021.