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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
426
$6K ﹤0.01%
+118
427
$6K ﹤0.01%
+342
428
$6K ﹤0.01%
+54
429
$6K ﹤0.01%
+18
430
$6K ﹤0.01%
+158
431
$6K ﹤0.01%
+58
432
$6K ﹤0.01%
+16
433
$6K ﹤0.01%
+8
434
$6K ﹤0.01%
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435
$6K ﹤0.01%
+95
436
$5K ﹤0.01%
+29
437
$5K ﹤0.01%
+22
438
$5K ﹤0.01%
+9
439
$5K ﹤0.01%
+23
440
$5K ﹤0.01%
+109
441
$5K ﹤0.01%
+33
442
$5K ﹤0.01%
+70
443
$5K ﹤0.01%
+87
444
$5K ﹤0.01%
+70
445
$5K ﹤0.01%
+11
446
$5K ﹤0.01%
+36
447
$5K ﹤0.01%
+33
448
$5K ﹤0.01%
+55
449
$5K ﹤0.01%
+9
450
$5K ﹤0.01%
+66
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