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Ashley Smith-Roos

@Clear Creek Financial Management, Llc

Latest period2024 - Q3ReportedManaged Assets$883.374MTotal holdings458
Assets growth rate7.05%Assets growth rate (2-Q avg)6.34%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Clear Creek Financial Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 458 positions.

Assets under management

The assets under management (AUM) of Clear Creek Financial Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 883.374M in assets, with a quarterly growth rate of 7.05% and a 2-quarter average growth rate of 6.34%. The portfolio is managed by Ashley Smith-Roos, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
OXYOccidental Pete Corp
Recent Activity
Exited
0%
$208,145
3,302 shares@ $63.04 avg price
RCLRoyal Caribbean Group
Recent Activity
Exited
0%
$203,911
1,279 shares@ $159.44 avg price
GOFGuggenheim Strategic Opportu
Recent Activity
Exited
0%
$164,366
11,024 shares@ $14.91 avg price
FAXAbrdn Asia Pacific Income Fu
Recent Activity
Exited
0%
$152,991
57,086 shares@ $2.69 avg price
XNEAXNuveen Amt Free Qlty Mun Inc
Recent Activity
Exited
0%
$115,983
10,121 shares@ $11.46 avg price