CCM

Cloud Capital Management Portfolio holdings

AUM $212M
1-Year Est. Return 19.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$13.9M
3
+$8.03M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$7.9M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$4.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.02%
2 Communication Services 3.18%
3 Consumer Discretionary 3.11%
4 Financials 2.36%
5 Consumer Staples 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K 0.01%
+317
227
$19K 0.01%
+223
228
$19K 0.01%
+350
229
$19K 0.01%
+662
230
$18K 0.01%
+179
231
$18K 0.01%
+99
232
$18K 0.01%
+466
233
$17K 0.01%
+56
234
$17K 0.01%
+65
235
$17K 0.01%
+1,384
236
$17K 0.01%
+240
237
$17K 0.01%
+1,043
238
$16K 0.01%
+267
239
$16K 0.01%
+74
240
$16K 0.01%
+60
241
$16K 0.01%
+34
242
$15K 0.01%
+150
243
$15K 0.01%
+393
244
$15K 0.01%
+3,654
245
$15K 0.01%
+31
246
$15K 0.01%
+125
247
$15K 0.01%
+66
248
$15K 0.01%
+73
249
$15K 0.01%
+92
250
$15K 0.01%
+209
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