CCM

Cloud Capital Management Portfolio holdings

AUM $190M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$14M
3
+$8.11M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$8.03M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$4.58M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.02%
2 Communication Services 3.18%
3 Consumer Discretionary 3.11%
4 Financials 2.36%
5 Consumer Staples 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$165K 0.12%
+618
77
$164K 0.12%
+963
78
$157K 0.11%
+951
79
$153K 0.11%
+6,333
80
$152K 0.11%
+4,000
81
$152K 0.11%
+357
82
$146K 0.1%
+2,204
83
$144K 0.1%
+1,963
84
$144K 0.1%
+7,311
85
$139K 0.1%
+256
86
$138K 0.1%
+557
87
$138K 0.1%
+149
88
$136K 0.1%
+978
89
$134K 0.1%
+412
90
$133K 0.09%
+1,904
91
$131K 0.09%
+700
92
$130K 0.09%
+1,480
93
$130K 0.09%
+815
94
$127K 0.09%
+3,299
95
$127K 0.09%
+520
96
$122K 0.09%
+1,269
97
$120K 0.09%
+62
98
$111K 0.08%
+239
99
$109K 0.08%
+10,735
100
$108K 0.08%
+721
2 3
4
5 6