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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
SE icon
101
Sea Limited
SE
$51.7B
$201K 0.09%
2,433
+428
CIFR icon
102
Cipher Digital Inc
CIFR
$9.94B
$198K 0.09%
+15,500
VGSR icon
103
Vert Global Sustainable Real Estate ETF
VGSR
$510M
$186K 0.08%
+18,194
LYG icon
104
Lloyds Banking Group
LYG
$77.2B
$73K 0.03%
+14,602
SRFM icon
105
Surf Air Mobility
SRFM
$111M
$11K ﹤0.01%
+10,000
BABA icon
106
Alibaba
BABA
$288B
– –
-1,983
BSCQ icon
107
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.8B
– –
-31,770
BSCR icon
108
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
– –
-12,974
BSJR icon
109
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$847M
– –
-22,466
CLIP icon
110
Global X 1-3 Month T-Bill ETF
CLIP
$2.84B
– –
-5,234
LRCX icon
111
Lam Research
LRCX
$406B
– –
-1,894
NOW icon
112
ServiceNow
NOW
$118B
– –
-1,498
U icon
113
Unity
U
$12.6B
– –
-6,613
BSCS icon
114
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.48B
– –
-12,472
BSJQ icon
115
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$991M
– –
-26,496
ORCL icon
116
Oracle
ORCL
$609B
– –
-1,175
PG icon
117
Procter & Gamble
PG
$338B
– –
-1,487
SHOP icon
118
Shopify
SHOP
$144B
– –
-1,566
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