CCM

Clearfield Capital Management Portfolio holdings

AUM $130M
1-Year Est. Return 72.77%
This Quarter Est. Return
1 Year Est. Return
+72.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.2M
AUM Growth
-$84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$9.97M

Top Sells

1 +$52.4M
2 +$22.3M
3 +$2.02M
4
FYBR icon
Frontier Communications
FYBR
+$1.16M

Sector Composition

1 Consumer Discretionary 48.58%
2 Communication Services 37.8%
3 Consumer Staples 13.63%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$27.7M 37.8%
1,174,628
-49,235
2
$20.2M 27.65%
682,630
3
$15.3M 20.93%
235,269
-31,071
4
$9.97M 13.63%
+325,000
5
-1,946,716
6
-925,000