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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
301
$14K 0.01%
+13
302
$14K 0.01%
+30
303
$14K 0.01%
+75
304
$14K 0.01%
+23
305
$13K 0.01%
+46
306
$13K 0.01%
+145
307
$13K 0.01%
+279
308
$13K 0.01%
+124
309
$13K 0.01%
+179
310
$13K 0.01%
+138
311
$13K 0.01%
+480
312
$13K 0.01%
+154
313
$13K 0.01%
+504
314
$12K 0.01%
+126
315
$12K 0.01%
+395
316
$12K 0.01%
+74
317
$12K 0.01%
+50
318
$12K 0.01%
+65
319
$12K 0.01%
+273
320
$12K 0.01%
+350
321
$11K 0.01%
+55
322
$11K 0.01%
+101
323
$11K 0.01%
+42
324
$11K 0.01%
+53
325
$11K 0.01%
+3,654
11 12
13
14 15