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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
626
$2K ﹤0.01%
+42
627
$2K ﹤0.01%
+100
628
$2K ﹤0.01%
+6
629
$2K ﹤0.01%
+24
630
$2K ﹤0.01%
+43
631
$2K ﹤0.01%
+55
632
$2K ﹤0.01%
+27
633
$2K ﹤0.01%
+47
634
$2K ﹤0.01%
+12
635
$2K ﹤0.01%
+32
636
$2K ﹤0.01%
+36
637
$2K ﹤0.01%
+57
638
$2K ﹤0.01%
+7
639
$2K ﹤0.01%
+99
640
$2K ﹤0.01%
+26
641
$2K ﹤0.01%
+15
642
$2K ﹤0.01%
+105
643
$2K ﹤0.01%
+25
644
$2K ﹤0.01%
+20
645
$2K ﹤0.01%
+60
646
$2K ﹤0.01%
+33
647
$2K ﹤0.01%
+7
648
$2K ﹤0.01%
+8
649
$2K ﹤0.01%
+121
650
$2K ﹤0.01%
+32
24 25
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