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
$37.1M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$9.35M

Top Sells

1 +$17M
2 +$15.3M
3 +$10.4M

Sector Composition

1 Consumer Staples 48.42%
2 Communication Services 28.43%
3 Consumer Discretionary 23.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$17.9M 48.42%
678,600
+353,600
2
$10.5M 28.43%
449,699
-724,929
3
$8.57M 23.14%
308,991
-373,639
4
-235,269