CCM

Cloud Capital Management Portfolio holdings

AUM $190M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$14M
3
+$8.11M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$8.03M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$4.58M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.02%
2 Communication Services 3.18%
3 Consumer Discretionary 3.11%
4 Financials 2.36%
5 Consumer Staples 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.75%
+15,176
27
$995K 0.71%
+15,268
28
$970K 0.69%
+2,768
29
$835K 0.59%
+26,765
30
$791K 0.56%
+22,055
31
$770K 0.55%
+13,723
32
$743K 0.53%
+14,924
33
$740K 0.53%
+17,630
34
$682K 0.48%
+12,574
35
$590K 0.42%
+23,591
36
$551K 0.39%
+11,388
37
$460K 0.33%
+8,940
38
$452K 0.32%
+79,302
39
$452K 0.32%
+6,326
40
$444K 0.32%
+9,821
41
$433K 0.31%
+459
42
$430K 0.31%
+1,493
43
$430K 0.31%
+1,660
44
$416K 0.3%
+2,028
45
$404K 0.29%
+3,000
46
$372K 0.26%
+2,540
47
$366K 0.26%
+1,186
48
$308K 0.22%
+3,151
49
$296K 0.21%
+886
50
$287K 0.2%
+2,314
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