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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
326
$11K 0.01%
+46
327
$11K 0.01%
+45
328
$11K 0.01%
+401
329
$11K 0.01%
+117
330
$11K 0.01%
+18
331
$11K 0.01%
+35
332
$11K 0.01%
+480
333
$11K 0.01%
+190
334
$11K 0.01%
+25
335
$11K 0.01%
+370
336
$10K 0.01%
+44
337
$10K 0.01%
+33
338
$10K 0.01%
+800
339
$10K 0.01%
+337
340
$10K 0.01%
+72
341
$10K 0.01%
+100
342
$10K 0.01%
+13
343
$10K 0.01%
+157
344
$10K 0.01%
+101
345
$10K 0.01%
+32
346
$10K 0.01%
+24
347
$10K 0.01%
+11
348
$10K 0.01%
+56
349
$10K 0.01%
+136
350
$10K 0.01%
+208
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