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
$212M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,599
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.76M
3
+$2.52M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.84M
5
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.79M

Top Sells

1
+$266K
2
+$221K
3
+$206K
4
VGSR icon
Vert Global Sustainable Real Estate ETF
VGSR
+$190K
5
HOOD icon
Robinhood
HOOD
+$177K

Sector Composition

1 Technology 13.26%
2 Communication Services 5.01%
3 Consumer Discretionary 2.65%
4 Financials 1.28%
5 Consumer Staples 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRCX icon
76
Lam Research
LRCX
$369B
$324K 0.15%
1,894
+1,272
HIG icon
77
Hartford Financial Services
HIG
$36.4B
$319K 0.15%
2,311
+19
VOOG icon
78
Vanguard S&P 500 Growth ETF
VOOG
$25.5B
$315K 0.15%
4,254
-1,062
MGV icon
79
Vanguard Mega Cap Value ETF
MGV
$12.2B
$309K 0.15%
2,196
-6
AVSC icon
80
Avantis US Small Cap Equity ETF
AVSC
$2.66B
$309K 0.15%
5,261
+1,655
IBDR icon
81
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.63B
$306K 0.14%
12,660
+5,516
U icon
82
Unity
U
$11.7B
$292K 0.14%
6,613
+6,568
BABA icon
83
Alibaba
BABA
$350B
$290K 0.14%
1,983
+1,598
BBAX icon
84
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.43B
$287K 0.14%
5,109
COST icon
85
Costco
COST
$458B
$273K 0.13%
317
-175
TLT icon
86
iShares 20+ Year Treasury Bond ETF
TLT
$42.4B
$266K 0.13%
3,054
+9
BSCS icon
87
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.46B
$256K 0.12%
+12,472
BSCR icon
88
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$256K 0.12%
+12,974
DFEV icon
89
Dimensional Emerging Markets Value ETF
DFEV
$1.93B
$256K 0.12%
7,598
+38
SE icon
90
Sea Limited
SE
$57.3B
$255K 0.12%
2,005
+148
SHOP icon
91
Shopify
SHOP
$124B
$252K 0.12%
1,566
+634
SPYD icon
92
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.29B
$250K 0.12%
5,783
LLY icon
93
Eli Lilly
LLY
$906B
$250K 0.12%
232
+131
ASML icon
94
ASML
ASML
$610B
$250K 0.12%
234
+39
EPD icon
95
Enterprise Products Partners
EPD
$82.8B
$248K 0.12%
7,751
+2,395
DLR icon
96
Digital Realty Trust
DLR
$67.9B
$239K 0.11%
1,538
+24
XOM icon
97
Exxon Mobil
XOM
$628B
$233K 0.11%
1,938
+1,386
VEA icon
98
Vanguard FTSE Developed Markets ETF
VEA
$227B
$232K 0.11%
3,720
+3,102
ORCL icon
99
Oracle
ORCL
$546B
$229K 0.11%
1,175
-241
NOW icon
100
ServiceNow
NOW
$89.8B
$229K 0.11%
1,498
+888
2 3
4
5 6