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
126
$86K 0.06%
+1,196
127
$85K 0.06%
+507
128
$83K 0.06%
+572
129
$83K 0.06%
+922
130
$83K 0.06%
+723
131
$82K 0.06%
+2,690
132
$81K 0.06%
+616
133
$80K 0.06%
+2,089
134
$79K 0.06%
+198
135
$79K 0.06%
+2,585
136
$78K 0.06%
+216
137
$78K 0.06%
+812
138
$74K 0.05%
+139
139
$74K 0.05%
+93
140
$72K 0.05%
+369
141
$71K 0.05%
+251
142
$70K 0.05%
+309
143
$68K 0.05%
+2,190
144
$68K 0.05%
+1,602
145
$65K 0.05%
+106
146
$64K 0.05%
+270
147
$64K 0.05%
+667
148
$60K 0.04%
+5,762
149
$60K 0.04%
+758
150
$59K 0.04%
+356
4 5
6
7 8