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CCM

Cloud Capital Management Portfolio holdings

AUM $229M
1-Year Est. Return 19.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,591
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$716K
3
+$451K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$445K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$424K

Top Sells

1
+$1.29M
2
+$835K
3
+$518K
4
PANW icon
Palo Alto Networks
PANW
+$457K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$342K

Sector Composition

1 Technology 12.82%
2 Communication Services 3.9%
3 Consumer Discretionary 3.04%
4 Financials 2.51%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K 0.02%
+122
227
$34K 0.02%
+128
228
$34K 0.02%
+2,880
229
$34K 0.02%
+1,625
230
$34K 0.02%
+632
231
$33K 0.02%
+268
232
$32K 0.02%
+496
233
$32K 0.02%
+1,500
234
$32K 0.02%
+95
235
$31K 0.02%
+100
236
$31K 0.02%
+147
237
$31K 0.02%
+1,099
238
$31K 0.02%
+65
239
$30K 0.02%
+381
240
$30K 0.02%
+459
241
$30K 0.02%
+1,280
242
$29K 0.02%
+219
243
$29K 0.02%
+100
244
$29K 0.02%
+213
245
$29K 0.02%
+119
246
$29K 0.02%
+1,500
247
$29K 0.02%
+2,000
248
$28K 0.01%
+200
249
$28K 0.01%
+75
250
$27K 0.01%
+5,000
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10
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