We are live on ! Find out more
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
$229M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$4.18M
3
+$3.17M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.93M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.51M

Top Sells

1
+$4.91M
2
+$2.42M
3
+$1.24M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.05M
5
META icon
Meta Platforms (Facebook)
META
+$697K

Sector Composition

1 Technology 9.43%
2 Communication Services 3.96%
3 Consumer Discretionary 2.07%
4 Financials 1.56%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVDE icon
51
Avantis International Equity ETF
AVDE
$16.6B
$717K 0.31%
8,462
+62
AVEE icon
52
Avantis Emerging Markets Small Cap Equity ETF
AVEE
$116M
$691K 0.3%
10,908
+3,117
GLD icon
53
SPDR Gold Trust
GLD
$143B
$675K 0.29%
1,569
-90
DFLV icon
54
Dimensional US Large Cap Value ETF
DFLV
$6.21B
$664K 0.29%
18,629
+6,878
BND icon
55
Vanguard Total Bond Market
BND
$156B
$658K 0.29%
8,954
+51
AVNM icon
56
Avantis All International Markets Equity ETF
AVNM
$649M
$615K 0.27%
8,083
-483
COKE icon
57
Coca-Cola Consolidated
COKE
$11.9B
$580K 0.25%
3,032
+16
TSPY
58
TappAlpha S&P 500 Growth & Daily Income ETF
TSPY
$569M
$553K 0.24%
23,666
+4,633
JPLD icon
59
JPMorgan Limited Duration Bond ETF
JPLD
$3.81B
$546K 0.24%
10,474
+98
TSM icon
60
TSMC
TSM
$2.21T
$525K 0.23%
1,550
-5
ALLT icon
61
Allot
ALLT
$367M
$520K 0.23%
78,131
+1,578
DFUS icon
62
Dimensional US Equity ETF
DFUS
$20.2B
$510K 0.22%
+7,392
SUB icon
63
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$494K 0.22%
4,648
+20
JPIE icon
64
JPMorgan Income ETF
JPIE
$9.31B
$477K 0.21%
+10,365
MGK icon
65
Vanguard Mega Cap Growth ETF
MGK
$33.5B
$473K 0.21%
6,445
+650
AVGO icon
66
Broadcom
AVGO
$1.88T
$470K 0.2%
1,519
+58
BBCA icon
67
JPMorgan BetaBuilders Canada ETF
BBCA
$10.4B
$469K 0.2%
4,990
IBDR icon
68
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.57B
$447K 0.19%
18,477
+5,817
COST icon
69
Costco
COST
$432B
$435K 0.19%
437
+120
JPM icon
70
JPMorgan Chase
JPM
$834B
$431K 0.19%
1,467
-246
WMT icon
71
Walmart Inc
WMT
$954B
$421K 0.18%
3,385
-349
DHR icon
72
Danaher
DHR
$130B
$414K 0.18%
2,182
+70
BRK.B icon
73
Berkshire Hathaway Class B
BRK.B
$1.05T
$401K 0.17%
838
+152
CAT icon
74
Caterpillar
CAT
$422B
$395K 0.17%
559
-11
AVSC icon
75
Avantis US Small Cap Equity ETF
AVSC
$2.84B
$372K 0.16%
5,999
+738
1 2
3
4 5