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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
$229M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$4.18M
3
+$3.17M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.93M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.51M

Top Sells

1
+$4.91M
2
+$2.42M
3
+$1.24M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.05M
5
META icon
Meta Platforms (Facebook)
META
+$697K

Sector Composition

1 Technology 9.43%
2 Communication Services 3.96%
3 Consumer Discretionary 2.07%
4 Financials 1.56%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
26
Vanguard S&P 500 ETF
VOO
$973B
$2.87M 1.25%
4,799
-5
IWF icon
27
iShares Russell 1000 Growth ETF
IWF
$127B
$2.73M 1.19%
25,636
+10,816
DFIV icon
28
Dimensional International Value ETF
DFIV
$19.7B
$2.47M 1.07%
46,798
+1,301
AVLV icon
29
Avantis US Large Cap Value ETF
AVLV
$13.4B
$2.07M 0.9%
25,655
+8,653
VTI icon
30
Vanguard Total Stock Market ETF
VTI
$647B
$1.95M 0.85%
6,088
+846
NVDA icon
31
NVIDIA
NVDA
$5.05T
$1.76M 0.77%
10,108
+1,623
DFSV icon
32
Dimensional US Small Cap Value ETF
DFSV
$7.65B
$1.73M 0.75%
49,257
+141
DFCF icon
33
Dimensional Core Fixed Income ETF
DFCF
$10.5B
$1.59M 0.69%
37,720
+1,640
TSLA icon
34
Tesla
TSLA
$1.54T
$1.42M 0.62%
3,824
+101
SCHG icon
35
Schwab US Large-Cap Growth ETF
SCHG
$58.9B
$1.35M 0.59%
46,368
+780
META icon
36
Meta Platforms (Facebook)
META
$1.49T
$1.14M 0.5%
1,988
-1,088
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$4.43T
$1.13M 0.49%
3,927
-566
SCHC icon
38
Schwab International Small-Cap Equity ETF
SCHC
$5.35B
$1.09M 0.48%
23,477
+693
DFAU icon
39
Dimensional US Core Equity Market ETF
DFAU
$12B
$1.08M 0.47%
+23,981
V icon
40
Visa
V
$608B
$984K 0.43%
3,256
+135
AVDS icon
41
Avantis International Small Cap Equity ETF
AVDS
$307M
$949K 0.41%
13,225
+612
BBJP icon
42
JPMorgan BetaBuilders Japan ETF
BBJP
$17.2B
$945K 0.41%
13,723
IREN icon
43
Iris Energy
IREN
$21.2B
$922K 0.4%
+26,920
VWO icon
44
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$912K 0.4%
16,906
+3,122
AVEM icon
45
Avantis Emerging Markets Equity ETF
AVEM
$25.1B
$848K 0.37%
10,536
+1,927
DFAT icon
46
Dimensional US Targeted Value ETF
DFAT
$13.9B
$834K 0.36%
13,371
+7,816
XLF icon
47
State Street Financial Select Sector SPDR ETF
XLF
$48.7B
$824K 0.36%
16,699
-451
IGSB icon
48
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.3B
$818K 0.36%
15,596
+2,194
DFAE icon
49
Dimensional Emerging Core Equity Market ETF
DFAE
$9.25B
$781K 0.34%
23,078
+331
AVES icon
50
Avantis Emerging Markets Value ETF
AVES
$1.4B
$726K 0.32%
12,116
+3,183
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