Clear Creek Financial Management, LLC Buys SPDR Portfolio Aggregate Bond, First Trust Low Duration Mortgage Opportunities ET, SPDR S&P 500, Sells SPDR Russell 1000 ETF, WisdomTree U.S. SmallCap Fund, iShares Edge MSCI USA Momentum Factor

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Apr 23, 2020
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Investment company Clear Creek Financial Management, LLC (Current Portfolio) buys SPDR Portfolio Aggregate Bond, First Trust Low Duration Mortgage Opportunities ET, SPDR S&P 500, ProShares Ultra QQQ, iShares 1-3 Year Treasury Bond ETF, sells SPDR Russell 1000 ETF, WisdomTree U.S. SmallCap Fund, iShares Edge MSCI USA Momentum Factor, SPDR Portfolio Developed World ex-US, First Trust Enhanced Short Maturity ETF during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Clear Creek Financial Management, LLC. As of 2020Q1, Clear Creek Financial Management, LLC owns 145 stocks with a total value of $191 million. These are the details of the buys and sells.

For the details of Clear Creek Financial Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/clear+creek+financial+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Clear Creek Financial Management, LLC
  1. SPDR Portfolio Aggregate Bond (SPAB) - 985,437 shares, 15.74% of the total portfolio. Shares added by 49.69%
  2. SPDR Russell 1000 ETF (ELR) - 589,295 shares, 10.21% of the total portfolio. Shares reduced by 37.35%
  3. First Trust Low Duration Mortgage Opportunities ET (LMBS) - 265,276 shares, 7.16% of the total portfolio. Shares added by 81.00%
  4. iShares Edge MSCI USA Momentum Factor (MTUM) - 87,533 shares, 5.36% of the total portfolio. Shares reduced by 30.48%
  5. First Trust VL Dividend (FVD) - 278,267 shares, 4.21% of the total portfolio. Shares reduced by 13.73%
New Purchase: ProShares Ultra QQQ (QLD)

Clear Creek Financial Management, LLC initiated holding in ProShares Ultra QQQ. The purchase prices were between $72.99 and $150.4, with an estimated average price of $121.09. The stock is now traded at around $110.54. The impact to a portfolio due to this purchase was 1.39%. The holding were 23,953 shares as of .

New Purchase: iShares 1-3 Year Treasury Bond ETF (SHY)

Clear Creek Financial Management, LLC initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $84.63 and $86.69, with an estimated average price of $85.36. The stock is now traded at around $86.63. The impact to a portfolio due to this purchase was 0.93%. The holding were 20,499 shares as of .

New Purchase: SPDR Select Sector Fund - Health Care (XLV)

Clear Creek Financial Management, LLC initiated holding in SPDR Select Sector Fund - Health Care. The purchase prices were between $74.62 and $104.73, with an estimated average price of $97.73. The stock is now traded at around $99.60. The impact to a portfolio due to this purchase was 0.55%. The holding were 10,484 shares as of .

New Purchase: Nike Inc (NKE)

Clear Creek Financial Management, LLC initiated holding in Nike Inc. The purchase prices were between $62.8 and $104.58, with an estimated average price of $93.5. The stock is now traded at around $88.29. The impact to a portfolio due to this purchase was 0.34%. The holding were 7,425 shares as of .

New Purchase: SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC (MDYG)

Clear Creek Financial Management, LLC initiated holding in SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC. The purchase prices were between $35.95 and $59.38, with an estimated average price of $53.25. The stock is now traded at around $46.08. The impact to a portfolio due to this purchase was 0.34%. The holding were 14,204 shares as of .

New Purchase: Delta Air Lines Inc (DAL)

Clear Creek Financial Management, LLC initiated holding in Delta Air Lines Inc. The purchase prices were between $21.35 and $62.03, with an estimated average price of $50.04. The stock is now traded at around $22.62. The impact to a portfolio due to this purchase was 0.31%. The holding were 25,156 shares as of .

Added: SPDR Portfolio Aggregate Bond (SPAB)

Clear Creek Financial Management, LLC added to a holding in SPDR Portfolio Aggregate Bond by 49.69%. The purchase prices were between $27.93 and $30.83, with an estimated average price of $29.74. The stock is now traded at around $30.61. The impact to a portfolio due to this purchase was 5.23%. The holding were 985,437 shares as of .

Added: First Trust Low Duration Mortgage Opportunities ET (LMBS)

Clear Creek Financial Management, LLC added to a holding in First Trust Low Duration Mortgage Opportunities ET by 81.00%. The purchase prices were between $49.9 and $52.72, with an estimated average price of $51.94. The stock is now traded at around $51.44. The impact to a portfolio due to this purchase was 3.2%. The holding were 265,276 shares as of .

Added: SPDR S&P 500 (SPY)

Clear Creek Financial Management, LLC added to a holding in SPDR S&P 500 by 600.44%. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $281.65. The impact to a portfolio due to this purchase was 2.42%. The holding were 19,129 shares as of .

Added: Apple Inc (AAPL)

Clear Creek Financial Management, LLC added to a holding in Apple Inc by 102.36%. The purchase prices were between $224.37 and $327.2, with an estimated average price of $295.01. The stock is now traded at around $278.48. The impact to a portfolio due to this purchase was 0.74%. The holding were 10,045 shares as of .

Added: PIMCO Active Bond Exchange-Traded Fund Exchange-Tr (BOND)

Clear Creek Financial Management, LLC added to a holding in PIMCO Active Bond Exchange-Traded Fund Exchange-Tr by 303.08%. The purchase prices were between $100.6 and $112.88, with an estimated average price of $108.09. The stock is now traded at around $109.15. The impact to a portfolio due to this purchase was 0.69%. The holding were 16,083 shares as of .

Added: iShares 20+ Year Treasury Bond ETF (TLT)

Clear Creek Financial Management, LLC added to a holding in iShares 20+ Year Treasury Bond ETF by 213.12%. The purchase prices were between $135.48 and $171.29, with an estimated average price of $148.44. The stock is now traded at around $170.22. The impact to a portfolio due to this purchase was 0.59%. The holding were 9,691 shares as of .

Sold Out: First Trust Enhanced Short Maturity ETF (FTSM)

Clear Creek Financial Management, LLC sold out a holding in First Trust Enhanced Short Maturity ETF. The sale prices were between $58.04 and $60.22, with an estimated average price of $59.91.

Sold Out: Altria Group Inc (MO)

Clear Creek Financial Management, LLC sold out a holding in Altria Group Inc. The sale prices were between $31.38 and $51.25, with an estimated average price of $44.58.

Sold Out: iShares MSCI Emerging Index Fund (EEM)

Clear Creek Financial Management, LLC sold out a holding in iShares MSCI Emerging Index Fund. The sale prices were between $30.61 and $46.3, with an estimated average price of $41.03.

Sold Out: VanEck Vectors Semiconductor ETF (SMH)

Clear Creek Financial Management, LLC sold out a holding in VanEck Vectors Semiconductor ETF. The sale prices were between $101.07 and $152.25, with an estimated average price of $135.88.

Sold Out: Occidental Petroleum Corp (OXY)

Clear Creek Financial Management, LLC sold out a holding in Occidental Petroleum Corp. The sale prices were between $9.69 and $47.26, with an estimated average price of $33.31.

Sold Out: Schwab U.S. Small-Cap (SCHA)

Clear Creek Financial Management, LLC sold out a holding in Schwab U.S. Small-Cap. The sale prices were between $44.57 and $77.39, with an estimated average price of $68.72.



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