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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
526
$4K ﹤0.01%
+28
527
$4K ﹤0.01%
+13
528
$4K ﹤0.01%
+3
529
$4K ﹤0.01%
+79
530
$4K ﹤0.01%
+15
531
$4K ﹤0.01%
+29
532
$4K ﹤0.01%
+5
533
$4K ﹤0.01%
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534
$4K ﹤0.01%
+8
535
$4K ﹤0.01%
+21
536
$4K ﹤0.01%
+29
537
$4K ﹤0.01%
+34
538
$3K ﹤0.01%
+26
539
$3K ﹤0.01%
+26
540
$3K ﹤0.01%
+37
541
$3K ﹤0.01%
+21
542
$3K ﹤0.01%
+87
543
$3K ﹤0.01%
+20
544
$3K ﹤0.01%
+9
545
$3K ﹤0.01%
+44
546
$3K ﹤0.01%
+74
547
$3K ﹤0.01%
+29
548
$3K ﹤0.01%
+13
549
$3K ﹤0.01%
+24
550
$3K ﹤0.01%
+11
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