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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
801
$1K ﹤0.01%
+6
802
$1K ﹤0.01%
+17
803
$1K ﹤0.01%
+102
804
$1K ﹤0.01%
+30
805
$1K ﹤0.01%
+13
806
$1K ﹤0.01%
+54
807
$1K ﹤0.01%
+14
808
$1K ﹤0.01%
+22
809
$1K ﹤0.01%
+35
810
$1K ﹤0.01%
+26
811
$1K ﹤0.01%
+40
812
$1K ﹤0.01%
+61
813
$1K ﹤0.01%
+6
814
$1K ﹤0.01%
+19
815
$1K ﹤0.01%
+74
816
$1K ﹤0.01%
+19
817
$1K ﹤0.01%
+15
818
$1K ﹤0.01%
+6
819
$1K ﹤0.01%
+28
820
$1K ﹤0.01%
+37
821
$1K ﹤0.01%
+14
822
$1K ﹤0.01%
+11
823
$1K ﹤0.01%
+18
824
$1K ﹤0.01%
+5
825
$1K ﹤0.01%
+118
31 32
33
34 35