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
CNP icon
626
CenterPoint Energy
CNP
$28.2B
$2K ﹤0.01%
+57
CRBG icon
627
Corebridge Financial
CRBG
$11.9B
$2K ﹤0.01%
+64
CRS icon
628
Carpenter Technology
CRS
$20B
$2K ﹤0.01%
+10
DOX icon
629
Amdocs
DOX
$7.3B
$2K ﹤0.01%
+25
DTM icon
630
DT Midstream
DTM
$14.2B
$2K ﹤0.01%
+20
DVN icon
631
Devon Energy
DVN
$27.1B
$2K ﹤0.01%
+60
DXCM icon
632
DexCom
DXCM
$26.1B
$2K ﹤0.01%
+33
ET icon
633
Energy Transfer Partners
ET
$63B
$2K ﹤0.01%
+121
FNB icon
634
FNB Corp
FNB
$5.83B
$2K ﹤0.01%
+141
GWRE icon
635
Guidewire Software
GWRE
$13.5B
$2K ﹤0.01%
+10
IQV icon
636
IQVIA
IQV
$28.7B
$2K ﹤0.01%
+11
IR icon
637
Ingersoll Rand
IR
$33.8B
$2K ﹤0.01%
+36
IT icon
638
Gartner
IT
$11.2B
$2K ﹤0.01%
+8
J icon
639
Jacobs Solutions
J
$15.5B
$2K ﹤0.01%
+15
MTG icon
640
MGIC Investment
MTG
$5.67B
$2K ﹤0.01%
+90
MTZ icon
641
MasTec
MTZ
$23.7B
$2K ﹤0.01%
+12
NEU icon
642
NewMarket
NEU
$5.86B
$2K ﹤0.01%
+3
PAG icon
643
Penske Automotive Group
PAG
$9.98B
$2K ﹤0.01%
+13
PINS icon
644
Pinterest
PINS
$12.4B
$2K ﹤0.01%
+88
PSA icon
645
Public Storage
PSA
$53.7B
$2K ﹤0.01%
+9
SCI icon
646
Service Corp International
SCI
$11.1B
$2K ﹤0.01%
+29
UNM icon
647
Unum
UNM
$11.9B
$2K ﹤0.01%
+35
ALLE icon
648
Allegion
ALLE
$12.7B
$2K ﹤0.01%
+16
ALV icon
649
Autoliv
ALV
$8.06B
$2K ﹤0.01%
+19
AM icon
650
Antero Midstream
AM
$10.7B
$2K ﹤0.01%
+110