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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
901
$1K ﹤0.01%
+4
902
$1K ﹤0.01%
+8
903
$1K ﹤0.01%
+13
904
$1K ﹤0.01%
+23
905
$1K ﹤0.01%
+12
906
$1K ﹤0.01%
+20
907
$1K ﹤0.01%
+20
908
$1K ﹤0.01%
+84
909
$1K ﹤0.01%
+9
910
$1K ﹤0.01%
+6
911
$1K ﹤0.01%
+17
912
$1K ﹤0.01%
+11
913
$1K ﹤0.01%
+52
914
$1K ﹤0.01%
+17
915
$1K ﹤0.01%
+33
916
$1K ﹤0.01%
+26
917
$1K ﹤0.01%
+7
918
$1K ﹤0.01%
+1
919
$1K ﹤0.01%
+30
920
$1K ﹤0.01%
+20
921
$1K ﹤0.01%
+10
922
$1K ﹤0.01%
+29
923
$1K ﹤0.01%
+5
924
$1K ﹤0.01%
+19
925
$1K ﹤0.01%
+31
35 36
37
38 39