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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
26
$1.71M 0.9%
38,209
+4,249
27
$1.55M 0.82%
48,644
+1,006
28
$1.37M 0.72%
4,179
+49
29
$1.3M 0.69%
40,975
+3,831
30
$1.04M 0.55%
5,608
+786
31
$1.04M 0.55%
14,463
+1,382
32
$1.02M 0.54%
2,984
+1
33
$1M 0.53%
22,098
34
$923K 0.49%
2,076
+23
35
$910K 0.48%
13,723
36
$838K 0.44%
19,610
+144
37
$821K 0.43%
11,063
+4,053
38
$803K 0.42%
75,992
39
$797K 0.42%
11,811
+63
40
$777K 0.41%
14,439
41
$661K 0.35%
8,383
42
$608K 0.32%
19,310
+6,409
43
$599K 0.32%
11,064
+659
44
$596K 0.31%
7,939
+393
45
$589K 0.31%
1,659
-75
46
$588K 0.31%
8,331
-14
47
$559K 0.29%
2,299
+183
48
$477K 0.25%
5,930
49
$464K 0.24%
+18,186
50
$455K 0.24%
492
+19
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