CCM

Cloud Capital Management Portfolio holdings

AUM $190M
This Quarter Est. Return
1 Year Est. Return
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 +$1.45M
2 +$848K
3 +$521K
4
PANW icon
Palo Alto Networks
PANW
+$483K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$354K

Sector Composition

1 Technology 12.81%
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
CTRA icon
651
Coterra Energy
CTRA
$19.2B
$2K ﹤0.01%
+99
DG icon
652
Dollar General
DG
$29.8B
$2K ﹤0.01%
+26
DGX icon
653
Quest Diagnostics
DGX
$20.2B
$2K ﹤0.01%
+15
DOW icon
654
Dow Inc
DOW
$16.2B
$2K ﹤0.01%
+105
DOX icon
655
Amdocs
DOX
$8.61B
$2K ﹤0.01%
+25
DTM icon
656
DT Midstream
DTM
$12.1B
$2K ﹤0.01%
+20
DVN icon
657
Devon Energy
DVN
$21.9B
$2K ﹤0.01%
+60
DXCM icon
658
DexCom
DXCM
$25.6B
$2K ﹤0.01%
+33
EG icon
659
Everest Group
EG
$13.7B
$2K ﹤0.01%
+7
ELV icon
660
Elevance Health
ELV
$77.8B
$2K ﹤0.01%
+8
EQH icon
661
Equitable Holdings
EQH
$13.8B
$2K ﹤0.01%
+57
ET icon
662
Energy Transfer Partners
ET
$56B
$2K ﹤0.01%
+121
ETR icon
663
Entergy
ETR
$41.4B
$2K ﹤0.01%
+32
EVRG icon
664
Evergy
EVRG
$16.8B
$2K ﹤0.01%
+28
FHN icon
665
First Horizon
FHN
$11.6B
$2K ﹤0.01%
+99
FNB icon
666
FNB Corp
FNB
$6.21B
$2K ﹤0.01%
+141
FOX icon
667
Fox Class B
FOX
$27.9B
$2K ﹤0.01%
+46
FSLR icon
668
First Solar
FSLR
$27.3B
$2K ﹤0.01%
+13
GGG icon
669
Graco
GGG
$13.7B
$2K ﹤0.01%
+35
GIS icon
670
General Mills
GIS
$25.3B
$2K ﹤0.01%
+55
GL icon
671
Globe Life
GL
$11.1B
$2K ﹤0.01%
+18
GNRC icon
672
Generac Holdings
GNRC
$9.08B
$2K ﹤0.01%
+16
GPN icon
673
Global Payments
GPN
$19.3B
$2K ﹤0.01%
+25
GWRE icon
674
Guidewire Software
GWRE
$16.4B
$2K ﹤0.01%
+10
HEI.A icon
675
HEICO Corp Class A
HEI.A
$33.5B
$2K ﹤0.01%
+9