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
101
$106K 0.08%
+502
102
$105K 0.07%
+566
103
$104K 0.07%
+1,482
104
$101K 0.07%
+578
105
$100K 0.07%
+4,286
106
$98K 0.07%
+1,580
107
$98K 0.07%
+389
108
$98K 0.07%
+434
109
$96K 0.07%
+3,061
110
$95K 0.07%
+772
111
$95K 0.07%
+144
112
$94K 0.07%
+457
113
$94K 0.07%
+390
114
$93K 0.07%
+4,276
115
$92K 0.07%
+578
116
$92K 0.07%
+326
117
$89K 0.06%
+242
118
$89K 0.06%
+164
119
$89K 0.06%
+159
120
$88K 0.06%
+690
121
$88K 0.06%
+333
122
$87K 0.06%
+359
123
$86K 0.06%
+657
124
$86K 0.06%
+910
125
$86K 0.06%
+350
3 4
5
6 7