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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
401
$7K ﹤0.01%
+44
402
$7K ﹤0.01%
+12
403
$7K ﹤0.01%
+64
404
$7K ﹤0.01%
+113
405
$7K ﹤0.01%
+481
406
$7K ﹤0.01%
+133
407
$7K ﹤0.01%
+38
408
$7K ﹤0.01%
+10
409
$7K ﹤0.01%
+862
410
$6K ﹤0.01%
+28
411
$6K ﹤0.01%
+66
412
$6K ﹤0.01%
+87
413
$6K ﹤0.01%
+41
414
$6K ﹤0.01%
+16
415
$6K ﹤0.01%
+56
416
$6K ﹤0.01%
+104
417
$6K ﹤0.01%
+36
418
$6K ﹤0.01%
+26
419
$6K ﹤0.01%
+32
420
$6K ﹤0.01%
+27
421
$6K ﹤0.01%
+190
422
$6K ﹤0.01%
+14
423
$6K ﹤0.01%
+135
424
$6K ﹤0.01%
+36
425
$6K ﹤0.01%
+81
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