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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
251
$27K 0.01%
+411
252
$27K 0.01%
+166
253
$27K 0.01%
+533
254
$26K 0.01%
+284
255
$26K 0.01%
+83
256
$26K 0.01%
+236
257
$25K 0.01%
+566
258
$25K 0.01%
+274
259
$25K 0.01%
+368
260
$25K 0.01%
+250
261
$25K 0.01%
+205
262
$25K 0.01%
+1,294
263
$24K 0.01%
+9,317
264
$24K 0.01%
+81
265
$24K 0.01%
+375
266
$24K 0.01%
+356
267
$24K 0.01%
+329
268
$24K 0.01%
+433
269
$23K 0.01%
+70
270
$23K 0.01%
+161
271
$22K 0.01%
+480
272
$22K 0.01%
+46
273
$21K 0.01%
+560
274
$21K 0.01%
+149
275
$21K 0.01%
+483
9 10
11
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