CCM

Cloud Capital Management Portfolio holdings

AUM $212M
1-Year Est. Return 19.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.58%
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 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 2.52%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SRE icon
526
Sempra
SRE
$60.7B
$4K ﹤0.01%
+51
STT icon
527
State Street
STT
$34.2B
$4K ﹤0.01%
+40
TFC icon
528
Truist Financial
TFC
$58.3B
$4K ﹤0.01%
+91
TRGP icon
529
Targa Resources
TRGP
$50B
$4K ﹤0.01%
+29
UPS icon
530
United Parcel Service
UPS
$85.7B
$4K ﹤0.01%
+54
VNQ icon
531
Vanguard Real Estate ETF
VNQ
$36.2B
$4K ﹤0.01%
+46
WDAY icon
532
Workday
WDAY
$37.5B
$4K ﹤0.01%
+19
XEL icon
533
Xcel Energy
XEL
$51.1B
$4K ﹤0.01%
+58
XYL icon
534
Xylem
XYL
$29.8B
$4K ﹤0.01%
+30
CPAY icon
535
Corpay
CPAY
$22.4B
$4K ﹤0.01%
+15
SOLV icon
536
Solventum
SOLV
$11.7B
$4K ﹤0.01%
+63
BTQ
537
BTQ Technologies Corp
BTQ
$449M
$4K ﹤0.01%
+600
LPLA icon
538
LPL Financial
LPLA
$24.7B
$3K ﹤0.01%
+12
LUV icon
539
Southwest Airlines
LUV
$21B
$3K ﹤0.01%
+104
LVS icon
540
Las Vegas Sands
LVS
$36.5B
$3K ﹤0.01%
+70
RNR icon
541
RenaissanceRe
RNR
$12.9B
$3K ﹤0.01%
+12
SF icon
542
Stifel
SF
$11.2B
$3K ﹤0.01%
+27
Z icon
543
Zillow
Z
$10.6B
$3K ﹤0.01%
+43
ZBH icon
544
Zimmer Biomet
ZBH
$17.9B
$3K ﹤0.01%
+32
ZS icon
545
Zscaler
ZS
$25.2B
$3K ﹤0.01%
+13
XYZ
546
Block Inc
XYZ
$39.3B
$3K ﹤0.01%
+60
ABNB icon
547
Airbnb
ABNB
$79.4B
$3K ﹤0.01%
+26
ACM icon
548
Aecom
ACM
$11.8B
$3K ﹤0.01%
+26
AEE icon
549
Ameren
AEE
$30.5B
$3K ﹤0.01%
+37
AFG icon
550
American Financial Group
AFG
$10.7B
$3K ﹤0.01%
+21