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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
101
$138K 0.07%
+932
102
$136K 0.07%
+5,878
103
$134K 0.07%
+1,797
104
$132K 0.07%
+790
105
$131K 0.07%
+967
106
$131K 0.07%
+624
107
$130K 0.07%
+274
108
$128K 0.07%
+3,299
109
$126K 0.07%
+488
110
$125K 0.07%
+1,196
111
$125K 0.07%
+834
112
$123K 0.06%
+1,312
113
$122K 0.06%
+1,412
114
$119K 0.06%
+504
115
$116K 0.06%
+389
116
$116K 0.06%
+1,452
117
$116K 0.06%
+1,580
118
$114K 0.06%
+1,259
119
$112K 0.06%
+610
120
$110K 0.06%
+2,690
121
$107K 0.06%
+783
122
$105K 0.06%
+359
123
$102K 0.05%
+1,466
124
$101K 0.05%
+864
125
$101K 0.05%
+580
3 4
5
6 7