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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
551
$3K ﹤0.01%
+50
552
$3K ﹤0.01%
+1,000
553
$3K ﹤0.01%
+16
554
$3K ﹤0.01%
+32
555
$3K ﹤0.01%
+16
556
$3K ﹤0.01%
+4
557
$3K ﹤0.01%
+73
558
$3K ﹤0.01%
+55
559
$3K ﹤0.01%
+9
560
$3K ﹤0.01%
+35
561
$3K ﹤0.01%
+86
562
$3K ﹤0.01%
+30
563
$3K ﹤0.01%
+80
564
$3K ﹤0.01%
+57
565
$3K ﹤0.01%
+60
566
$3K ﹤0.01%
+77
567
$3K ﹤0.01%
+30
568
$3K ﹤0.01%
+50
569
$3K ﹤0.01%
+4
570
$3K ﹤0.01%
+13
571
$3K ﹤0.01%
+153
572
$3K ﹤0.01%
+120
573
$3K ﹤0.01%
+31
574
$3K ﹤0.01%
+12
575
$3K ﹤0.01%
+70
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