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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
276
$20K 0.01%
+254
277
$20K 0.01%
+90
278
$20K 0.01%
+237
279
$20K 0.01%
+1,909
280
$20K 0.01%
+406
281
$19K 0.01%
+150
282
$19K 0.01%
+356
283
$19K 0.01%
+2,032
284
$18K 0.01%
+275
285
$17K 0.01%
+72
286
$17K 0.01%
+129
287
$17K 0.01%
+65
288
$17K 0.01%
+142
289
$17K 0.01%
+402
290
$17K 0.01%
+223
291
$16K 0.01%
+188
292
$16K 0.01%
+665
293
$16K 0.01%
+128
294
$15K 0.01%
+214
295
$15K 0.01%
+2,073
296
$15K 0.01%
+54
297
$15K 0.01%
+66
298
$14K 0.01%
+513
299
$14K 0.01%
+510
300
$14K 0.01%
+65
10 11
12
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