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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
926
$1K ﹤0.01%
+10
927
$1K ﹤0.01%
+26
928
$1K ﹤0.01%
+1
929
$1K ﹤0.01%
+4
930
$1K ﹤0.01%
+57
931
$1K ﹤0.01%
+77
932
$1K ﹤0.01%
+12
933
$1K ﹤0.01%
+70
934
$1K ﹤0.01%
+24
935
$1K ﹤0.01%
+24
936
$1K ﹤0.01%
+21
937
$1K ﹤0.01%
+8
938
$1K ﹤0.01%
+3
939
$1K ﹤0.01%
+9
940
$1K ﹤0.01%
+23
941
$1K ﹤0.01%
+12
942
$1K ﹤0.01%
+10
943
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+11
944
$1K ﹤0.01%
+34
945
$1K ﹤0.01%
+79
946
$1K ﹤0.01%
+15
947
$1K ﹤0.01%
+14
948
$1K ﹤0.01%
+11
949
$1K ﹤0.01%
+30
950
$1K ﹤0.01%
+19
36 37
38
39 40