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
$190M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,591
New
Increased
Reduced
Closed

Top Sells

1 +$1.45M
2 +$848K
3 +$521K
4
PANW icon
Palo Alto Networks
PANW
+$483K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$354K

Sector Composition

1 Technology 12.81%
2 Communication Services 3.9%
3 Consumer Discretionary 3.04%
4 Financials 2.52%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BKE icon
1576
Buckle
BKE
$2.89B
$0 ﹤0.01%
+6
BKH icon
1577
Black Hills Corp
BKH
$5.27B
$0 ﹤0.01%
+6
BKU icon
1578
Bankunited
BKU
$3.41B
$0 ﹤0.01%
+21
BLFS icon
1579
BioLife Solutions
BLFS
$1.21B
$0 ﹤0.01%
+27
BLKB icon
1580
Blackbaud
BLKB
$3B
$0 ﹤0.01%
+5
BMI icon
1581
Badger Meter
BMI
$5.29B
$0 ﹤0.01%
+2
BOH icon
1582
Bank of Hawaii
BOH
$2.69B
$0 ﹤0.01%
+8
BOOT icon
1583
Boot Barn
BOOT
$6.12B
$0 ﹤0.01%
+6
BOX icon
1584
Box
BOX
$4.58B
$0 ﹤0.01%
+21
BPOP icon
1585
Popular Inc
BPOP
$7.82B
$0 ﹤0.01%
+4
BRBR icon
1586
BellRing Brands
BRBR
$3.73B
$0 ﹤0.01%
+7
BRC icon
1587
Brady Corp
BRC
$3.64B
$0 ﹤0.01%
+10
BRKR icon
1588
Bruker
BRKR
$7.06B
$0 ﹤0.01%
+4
BROS icon
1589
Dutch Bros
BROS
$7.31B
$0 ﹤0.01%
+9
BRRR icon
1590
Coinshares Bitcoin ETF
BRRR
$1.02M
$0 ﹤0.01%
+2
BRT
1591
BRT Apartments
BRT
$276M
$0 ﹤0.01%
+2