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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
351
$10K 0.01%
+223
352
$9K ﹤0.01%
+45
353
$9K ﹤0.01%
+20
354
$9K ﹤0.01%
+122
355
$9K ﹤0.01%
+143
356
$9K ﹤0.01%
+119
357
$9K ﹤0.01%
+23
358
$9K ﹤0.01%
+22
359
$9K ﹤0.01%
+83
360
$9K ﹤0.01%
+45
361
$9K ﹤0.01%
+15
362
$9K ﹤0.01%
+65
363
$9K ﹤0.01%
+14
364
$9K ﹤0.01%
+151
365
$8K ﹤0.01%
+59
366
$8K ﹤0.01%
+26
367
$8K ﹤0.01%
+66
368
$8K ﹤0.01%
+32
369
$8K ﹤0.01%
+38
370
$8K ﹤0.01%
+27
371
$8K ﹤0.01%
+131
372
$8K ﹤0.01%
+18
373
$8K ﹤0.01%
+48
374
$8K ﹤0.01%
+44
375
$8K ﹤0.01%
+100
13 14
15
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