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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
576
$3K ﹤0.01%
+14
577
$3K ﹤0.01%
+56
578
$3K ﹤0.01%
+31
579
$3K ﹤0.01%
+80
580
$3K ﹤0.01%
+46
581
$3K ﹤0.01%
+25
582
$3K ﹤0.01%
+68
583
$3K ﹤0.01%
+41
584
$3K ﹤0.01%
+30
585
$3K ﹤0.01%
+12
586
$3K ﹤0.01%
+112
587
$3K ﹤0.01%
+35
588
$3K ﹤0.01%
+12
589
$3K ﹤0.01%
+31
590
$3K ﹤0.01%
+69
591
$3K ﹤0.01%
+39
592
$3K ﹤0.01%
+8
593
$3K ﹤0.01%
+228
594
$3K ﹤0.01%
+38
595
$3K ﹤0.01%
+11
596
$3K ﹤0.01%
+12
597
$3K ﹤0.01%
+12
598
$3K ﹤0.01%
+43
599
$3K ﹤0.01%
+32
600
$3K ﹤0.01%
+13
22 23
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