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
$69M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$15.9M
2 +$12.9M
3 +$6.74M
4
FYBR icon
Frontier Communications
FYBR
+$863K

Top Sells

1 +$8.57M
2 +$1.87M

Sector Composition

1 Consumer Staples 30.74%
2 Industrials 22.98%
3 Technology 18.67%
4 Communication Services 17.85%
5 Consumer Discretionary 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$21.2M 30.74%
623,719
-54,881
2
$15.9M 22.98%
+124,900
3
$12.9M 18.67%
+189,900
4
$12.3M 17.85%
483,578
+33,879
5
$6.74M 9.76%
+106,792
6
-308,991