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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
76
$254K 0.13%
5,783
77
$241K 0.13%
7,560
+83
78
$240K 0.13%
+1,121
79
$230K 0.12%
1,241
+49
80
$221K 0.12%
1,850
+90
81
$218K 0.11%
1,006
82
$206K 0.11%
+3,606
83
$206K 0.11%
2,448
-874
84
$190K 0.1%
+17,914
85
$188K 0.1%
+195
86
$177K 0.09%
+1,242
87
$173K 0.09%
+7,144
88
$173K 0.09%
+1,132
89
$169K 0.09%
+1,645
90
$168K 0.09%
+4,000
91
$167K 0.09%
+5,356
92
$165K 0.09%
+618
93
$161K 0.08%
+3,820
94
$160K 0.08%
+1,141
95
$154K 0.08%
+6,149
96
$149K 0.08%
+64
97
$143K 0.08%
+706
98
$142K 0.07%
+634
99
$139K 0.07%
+4,329
100
$138K 0.07%
+8,678
2 3
4
5 6