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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
126
$101K 0.05%
+657
127
$97K 0.05%
+359
128
$95K 0.05%
+196
129
$93K 0.05%
+642
130
$92K 0.05%
+1,205
131
$92K 0.05%
+7,796
132
$92K 0.05%
+3,061
133
$91K 0.05%
+326
134
$91K 0.05%
+160
135
$90K 0.05%
+564
136
$89K 0.05%
+2,514
137
$89K 0.05%
+363
138
$87K 0.05%
+215
139
$87K 0.05%
+672
140
$87K 0.05%
+292
141
$85K 0.04%
+125
142
$85K 0.04%
+1,318
143
$83K 0.04%
+726
144
$83K 0.04%
+622
145
$82K 0.04%
+843
146
$80K 0.04%
+1,173
147
$77K 0.04%
+396
148
$77K 0.04%
+101
149
$76K 0.04%
+546
150
$75K 0.04%
+483
4 5
6
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