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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$14M
3
+$8.11M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$8.03M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$4.58M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.02%
2 Communication Services 3.18%
3 Consumer Discretionary 3.11%
4 Financials 2.36%
5 Consumer Staples 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$283K 0.2%
+2,202
52
$281K 0.2%
+5,964
53
$279K 0.2%
+1,259
54
$278K 0.2%
+10,761
55
$278K 0.2%
+9,883
56
$273K 0.19%
+3,001
57
$264K 0.19%
+5,044
58
$264K 0.19%
+4,543
59
$259K 0.18%
+1,678
60
$255K 0.18%
+2,356
61
$248K 0.18%
+5,109
62
$235K 0.17%
+408
63
$235K 0.17%
+1,383
64
$235K 0.17%
+1,802
65
$226K 0.16%
+1,361
66
$215K 0.15%
+1,504
67
$205K 0.15%
+374
68
$201K 0.14%
+5,889
69
$197K 0.14%
+3,200
70
$195K 0.14%
+1,006
71
$191K 0.14%
+7,093
72
$190K 0.13%
+3,170
73
$176K 0.13%
+3,023
74
$176K 0.13%
+17,536
75
$166K 0.12%
+6,639
1 2
3
4 5