CCM

Cloud Capital Management Portfolio holdings

AUM $190M
This Quarter Est. Return
1 Year Est. Return
–
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
+$22.7M
2
+$14M
3
+$8.11M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$8.03M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$4.58M

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
251
$15K 0.01%
+125
252
$15K 0.01%
+66
253
$14K 0.01%
+212
254
$14K 0.01%
+364
255
$13K 0.01%
+95
256
$13K 0.01%
+126
257
$13K 0.01%
+120
258
$13K 0.01%
+149
259
$13K 0.01%
+107
260
$13K 0.01%
+142
261
$13K 0.01%
+283
262
$12K 0.01%
+513
263
$12K 0.01%
+205
264
$12K 0.01%
+53
265
$12K 0.01%
+194
266
$12K 0.01%
+154
267
$12K 0.01%
+75
268
$11K 0.01%
+29
269
$11K 0.01%
+150
270
$11K 0.01%
+98
271
$11K 0.01%
+77
272
$11K 0.01%
+375
273
$10K 0.01%
+81
274
$10K 0.01%
+285
275
$10K 0.01%
+29
8 9 10
11
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