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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
476
$5K ﹤0.01%
+10
477
$5K ﹤0.01%
+33
478
$5K ﹤0.01%
+38
479
$5K ﹤0.01%
+48
480
$4K ﹤0.01%
+35
481
$4K ﹤0.01%
+25
482
$4K ﹤0.01%
+6
483
$4K ﹤0.01%
+1,461
484
$4K ﹤0.01%
+99
485
$4K ﹤0.01%
+31
486
$4K ﹤0.01%
+139
487
$4K ﹤0.01%
+55
488
$4K ﹤0.01%
+43
489
$4K ﹤0.01%
+24
490
$4K ﹤0.01%
+143
491
$4K ﹤0.01%
+59
492
$4K ﹤0.01%
+34
493
$4K ﹤0.01%
+34
494
$4K ﹤0.01%
+21
495
$4K ﹤0.01%
+225
496
$4K ﹤0.01%
+36
497
$4K ﹤0.01%
+38
498
$4K ﹤0.01%
+37
499
$4K ﹤0.01%
+111
500
$4K ﹤0.01%
+52
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