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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
$229M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$4.18M
3
+$3.17M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.93M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.51M

Top Sells

1
+$4.91M
2
+$2.42M
3
+$1.24M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.05M
5
META icon
Meta Platforms (Facebook)
META
+$697K

Sector Composition

1 Technology 9.43%
2 Communication Services 3.96%
3 Consumer Discretionary 2.07%
4 Financials 1.56%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
76
Johnson & Johnson
JNJ
$559B
$372K 0.16%
1,522
-256
PM icon
77
Philip Morris
PM
$274B
$371K 0.16%
2,228
+112
VB icon
78
Vanguard Small-Cap ETF
VB
$77.6B
$345K 0.15%
1,320
+47
ASML icon
79
ASML
ASML
$674B
$339K 0.15%
257
+23
MGV icon
80
Vanguard Mega Cap Value ETF
MGV
$12.6B
$336K 0.15%
2,322
+126
DFAW icon
81
Dimensional World Equity ETF
DFAW
$1.37B
$316K 0.14%
+4,291
VOOG icon
82
Vanguard S&P 500 Growth ETF
VOOG
$25.6B
$305K 0.13%
4,500
+246
BBAX icon
83
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.16B
$303K 0.13%
5,109
DFEV icon
84
Dimensional Emerging Markets Value ETF
DFEV
$1.94B
$302K 0.13%
8,502
+904
HIG icon
85
Hartford Financial Services
HIG
$35B
$285K 0.12%
2,103
-208
XOM icon
86
Exxon Mobil
XOM
$629B
$281K 0.12%
1,658
-280
DLR icon
87
Digital Realty Trust
DLR
$64B
$278K 0.12%
1,546
+8
ARES icon
88
Ares Management
ARES
$28.6B
$273K 0.12%
2,504
-8
DXUV
89
Dimensional US Vector Equity ETF
DXUV
$419M
$270K 0.12%
+4,564
SPYD icon
90
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.28B
$263K 0.11%
5,783
TLT icon
91
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$255K 0.11%
2,945
-109
EPD icon
92
Enterprise Products Partners
EPD
$81.2B
$237K 0.1%
6,266
-1,485
VEA icon
93
Vanguard FTSE Developed Markets ETF
VEA
$225B
$232K 0.1%
3,632
-88
DISV icon
94
Dimensional International Small Cap Value ETF
DISV
$4.74B
$228K 0.1%
+5,797
VRT icon
95
Vertiv
VRT
$115B
$224K 0.1%
+895
STX icon
96
Seagate
STX
$198B
$218K 0.1%
+556
VIG icon
97
Vanguard Dividend Appreciation ETF
VIG
$108B
$218K 0.1%
1,014
+24
LLY icon
98
Eli Lilly
LLY
$1.02T
$212K 0.09%
231
-1
BA icon
99
Boeing
BA
$170B
$211K 0.09%
1,064
+48
BWIN
100
Baldwin Insurance Group
BWIN
$1.88B
$208K 0.09%
+9,498
1 2 3
4
5