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
$160M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$4.01M
3
+$2.36M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.09M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$959K

Top Sells

1
+$1.51M
2
+$689K
3
+$551K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$539K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$434K

Sector Composition

1 Technology 12.72%
2 Communication Services 3.52%
3 Consumer Discretionary 2.65%
4 Financials 1.28%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$406K 0.25%
2,058
+30
52
$406K 0.25%
523
+115
53
$405K 0.25%
4,990
-1,336
54
$391K 0.24%
7,237
+1,273
55
$378K 0.24%
12,901
+2,140
56
$377K 0.24%
6,249
+1,205
57
$363K 0.23%
11,678
+9,093
58
$363K 0.23%
886
59
$334K 0.21%
1,325
+347
60
$332K 0.21%
1,392
+31
61
$315K 0.2%
1,935
+1,120
62
$304K 0.19%
1,260
+1
63
$298K 0.19%
3,322
+171
64
$287K 0.18%
2,276
-38
65
$287K 0.18%
2,202
66
$285K 0.18%
1,823
+21
67
$284K 0.18%
5,261
-3,679
68
$281K 0.18%
5,109
69
$273K 0.17%
928
+408
70
$266K 0.17%
3,024
+23
71
$264K 0.16%
888
+532
72
$261K 0.16%
1,515
+11
73
$258K 0.16%
392
+18
74
$247K 0.15%
+5,783
75
$226K 0.14%
7,477
+384
1 2
3
4 5