CCFM
Clear Creek Financial Management Portfolio holdings
AUM
$1.05B
This Quarter Return
-10.93%
1 Year Return
+16.32%
3 Year Return
+55.71%
5 Year Return
+96.94%
10 Year Return
–
AUM
$478M
AUM Growth
+$478M
(-25%)
Cap. Flow
-$87.1M
Cap. Flow
% of AUM
-18.24%
Top 10 Holdings %
Top 10 Hldgs %
34.17%
Holding
392
New
51
Increased
126
Reduced
113
Closed
87
Top Buys
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$26.5M |
| 2 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$13.6M |
| 3 |
Invesco S&P 500 Equal Weight Materials ETF
RSPM
|
$12.7M |
| 4 |
The Acquirers Fund
ZIG
|
$12.6M |
| 5 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$12.1M |
Sector Composition
| 1 | Technology | 4.92% |
| 2 | Financials | 2.49% |
| 3 | Consumer Discretionary | 2.14% |
| 4 | Healthcare | 1.87% |
| 5 | Communication Services | 1.63% |
