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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
601
$3K ﹤0.01%
+60
602
$3K ﹤0.01%
+120
603
$3K ﹤0.01%
+21
604
$3K ﹤0.01%
+3
605
$3K ﹤0.01%
+15
606
$3K ﹤0.01%
+14
607
$3K ﹤0.01%
+48
608
$3K ﹤0.01%
+34
609
$3K ﹤0.01%
+11
610
$3K ﹤0.01%
+35
611
$3K ﹤0.01%
+19
612
$3K ﹤0.01%
+11
613
$3K ﹤0.01%
+11
614
$3K ﹤0.01%
+41
615
$3K ﹤0.01%
+17
616
$3K ﹤0.01%
+36
617
$3K ﹤0.01%
+12
618
$3K ﹤0.01%
+104
619
$2K ﹤0.01%
+13
620
$2K ﹤0.01%
+16
621
$2K ﹤0.01%
+19
622
$2K ﹤0.01%
+110
623
$2K ﹤0.01%
+13
624
$2K ﹤0.01%
+70
625
$2K ﹤0.01%
+31
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