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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
$190M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,591
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$716K
3
+$451K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$445K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$424K

Top Sells

1
+$1.29M
2
+$835K
3
+$518K
4
PANW icon
Palo Alto Networks
PANW
+$457K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$342K

Sector Composition

1 Technology 12.82%
2 Communication Services 3.9%
3 Consumer Discretionary 3.04%
4 Financials 2.51%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$450K 0.24%
7,859
+622
52
$441K 0.23%
601
+78
53
$435K 0.23%
4,990
54
$435K 0.23%
6,804
+555
55
$407K 0.21%
2,548
+5
56
$407K 0.21%
2,055
-3
57
$398K 0.21%
1,416
+91
58
$389K 0.21%
1,392
59
$386K 0.2%
5,316
60
$385K 0.2%
11,718
+40
61
$352K 0.19%
+3,013
62
$331K 0.17%
1,857
+34
63
$325K 0.17%
1,031
+103
64
$322K 0.17%
977
+89
65
$320K 0.17%
1,260
66
$318K 0.17%
1,966
+31
67
$310K 0.16%
5,340
+79
68
$306K 0.16%
2,292
+16
69
$304K 0.16%
2,202
70
$287K 0.15%
5,109
71
$272K 0.14%
3,045
+21
72
$269K 0.14%
+537
73
$266K 0.14%
382
-10
74
$261K 0.14%
1,514
-1
75
$260K 0.14%
+546
1 2
3
4 5