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
151
$59K 0.04%
+820
152
$56K 0.04%
+387
153
$55K 0.04%
+12
154
$55K 0.04%
+2,457
155
$54K 0.04%
+66
156
$54K 0.04%
+268
157
$54K 0.04%
+411
158
$54K 0.04%
+1,953
159
$53K 0.04%
+102
160
$52K 0.04%
+660
161
$50K 0.04%
+1,311
162
$49K 0.03%
+86
163
$49K 0.03%
+212
164
$48K 0.03%
+87
165
$48K 0.03%
+91
166
$47K 0.03%
+173
167
$47K 0.03%
+1,146
168
$47K 0.03%
+363
169
$45K 0.03%
+622
170
$45K 0.03%
+385
171
$44K 0.03%
+137
172
$43K 0.03%
+598
173
$42K 0.03%
+247
174
$42K 0.03%
+575
175
$41K 0.03%
+841
5 6
7
8 9