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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
501
$4K ﹤0.01%
+181
502
$4K ﹤0.01%
+10
503
$4K ﹤0.01%
+36
504
$4K ﹤0.01%
+18
505
$4K ﹤0.01%
+130
506
$4K ﹤0.01%
+50
507
$4K ﹤0.01%
+9
508
$4K ﹤0.01%
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509
$4K ﹤0.01%
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510
$4K ﹤0.01%
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511
$4K ﹤0.01%
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512
$4K ﹤0.01%
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513
$4K ﹤0.01%
+19
514
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+27
515
$4K ﹤0.01%
+58
516
$4K ﹤0.01%
+30
517
$4K ﹤0.01%
+15
518
$4K ﹤0.01%
+63
519
$4K ﹤0.01%
+600
520
$4K ﹤0.01%
+10
521
$4K ﹤0.01%
+68
522
$4K ﹤0.01%
+44
523
$4K ﹤0.01%
+18
524
$4K ﹤0.01%
+30
525
$4K ﹤0.01%
+53
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