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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
376
$8K ﹤0.01%
+46
377
$8K ﹤0.01%
+25
378
$8K ﹤0.01%
+1,407
379
$8K ﹤0.01%
+93
380
$8K ﹤0.01%
+45
381
$7K ﹤0.01%
+28
382
$7K ﹤0.01%
+105
383
$7K ﹤0.01%
+35
384
$7K ﹤0.01%
+117
385
$7K ﹤0.01%
+4
386
$7K ﹤0.01%
+37
387
$7K ﹤0.01%
+6
388
$7K ﹤0.01%
+18
389
$7K ﹤0.01%
+272
390
$7K ﹤0.01%
+52
391
$7K ﹤0.01%
+45
392
$7K ﹤0.01%
+18
393
$7K ﹤0.01%
+49
394
$7K ﹤0.01%
+20
395
$7K ﹤0.01%
+23
396
$7K ﹤0.01%
+40
397
$7K ﹤0.01%
+147
398
$7K ﹤0.01%
+81
399
$7K ﹤0.01%
+182
400
$7K ﹤0.01%
+33
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