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
$212M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,599
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.76M
3
+$2.52M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.84M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.79M

Top Sells

1
+$266K
2
+$221K
3
+$206K
4
VGSR icon
Vert Global Sustainable Real Estate ETF
VGSR
+$190K
5
HOOD icon
Robinhood
HOOD
+$177K

Sector Composition

1 Technology 13.26%
2 Communication Services 5.01%
3 Consumer Discretionary 2.65%
4 Financials 1.28%
5 Consumer Staples 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSCQ icon
51
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.16B
$621K 0.29%
+31,770
BSJQ icon
52
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.12B
$618K 0.29%
+26,496
JPM icon
53
JPMorgan Chase
JPM
$781B
$552K 0.26%
1,713
+682
JPLD icon
54
JPMorgan Limited Duration Bond ETF
JPLD
$3.57B
$545K 0.26%
10,376
+9,021
CLIP icon
55
Global X 1-3 Month T-Bill ETF
CLIP
$2.16B
$525K 0.25%
+5,234
AVES icon
56
Avantis Emerging Markets Value ETF
AVES
$1.18B
$520K 0.25%
8,933
+1,074
BSJR icon
57
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$810M
$508K 0.24%
+22,466
AVGO icon
58
Broadcom
AVGO
$1.64T
$505K 0.24%
1,461
+484
SUB icon
59
iShares Short-Term National Muni Bond ETF
SUB
$10.8B
$492K 0.23%
+4,628
AVEE icon
60
Avantis Emerging Markets Small Cap Equity ETF
AVEE
$103M
$486K 0.23%
7,791
+987
TSPY
61
TappAlpha SPY Growth & Daily Income ETF
TSPY
$247M
$485K 0.23%
19,033
+847
DHR icon
62
Danaher
DHR
$140B
$484K 0.23%
2,112
+57
MGK icon
63
Vanguard Mega Cap Growth ETF
MGK
$30.4B
$478K 0.23%
1,159
-27
TSM icon
64
TSMC
TSM
$1.8T
$473K 0.22%
1,555
+163
BBCA icon
65
JPMorgan BetaBuilders Canada ETF
BBCA
$10.3B
$464K 0.22%
4,990
COKE icon
66
Coca-Cola Consolidated
COKE
$13.7B
$461K 0.22%
3,016
+3
WMT icon
67
Walmart Inc
WMT
$988B
$416K 0.2%
3,734
+2,089
ARES icon
68
Ares Management
ARES
$24.5B
$406K 0.19%
2,512
-36
DFLV icon
69
Dimensional US Large Cap Value ETF
DFLV
$5.17B
$402K 0.19%
11,751
+33
JNJ icon
70
Johnson & Johnson
JNJ
$587B
$368K 0.17%
1,778
+537
BRK.B icon
71
Berkshire Hathaway Class B
BRK.B
$1.07T
$345K 0.16%
686
+149
PM icon
72
Philip Morris
PM
$268B
$342K 0.16%
2,116
+150
DFAT icon
73
Dimensional US Targeted Value ETF
DFAT
$12.7B
$330K 0.16%
5,555
+215
VB icon
74
Vanguard Small-Cap ETF
VB
$71.3B
$328K 0.15%
1,273
+13
CAT icon
75
Caterpillar
CAT
$327B
$326K 0.15%
570
+24
1 2
3
4 5