CCM
Cloud Capital Management Portfolio holdings
AUM
$160M
This Quarter Return
-1.3%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.65%
Holding
280
New
280
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vertiv
VRT
$46.5B
| $59K | 0.04% |
+820
| New | +$59K |
|
152
3M
MMM
$82B
| $56K | 0.04% |
+387
| New | +$56K |
|
153
Booking.com
BKNG
$181B
| $55K | 0.04% |
+12
| New | +$55K |
|
154
Intel
INTC
$114B
| $55K | 0.04% |
+2,457
| New | +$55K |
|
155
Eli Lilly
LLY
$662B
| $54K | 0.04% |
+66
| New | +$54K |
|
156
iShares MSCI USA Momentum Factor ETF
MTUM
$18.3B
| $54K | 0.04% |
+268
| New | +$54K |
|
157
RTX Corp
RTX
$206B
| $54K | 0.04% |
+411
| New | +$54K |
|
158
AT&T
T
$207B
| $54K | 0.04% |
+1,953
| New | +$54K |
|
159
UnitedHealth
UNH
$290B
| $53K | 0.04% |
+102
| New | +$53K |
|
160
iShares MSCI EAFE ETF
EFA
$66.9B
| $52K | 0.04% |
+660
| New | +$52K |
|
161
iShares MSCI Global Gold Miners ETF
RING
$2.04B
| $50K | 0.04% |
+1,311
| New | +$50K |
|
162
HubSpot
HUBS
$26.3B
| $49K | 0.03% |
+86
| New | +$49K |
|
163
Veeva Systems
VEEV
$46.3B
| $49K | 0.03% |
+212
| New | +$49K |
|
164
Mastercard
MA
$530B
| $48K | 0.03% |
+87
| New | +$48K |
|
165
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
| $48K | 0.03% |
+91
| New | +$48K |
|
166
Eaton
ETN
$136B
| $47K | 0.03% |
+173
| New | +$47K |
|
167
Robinhood
HOOD
$104B
| $47K | 0.03% |
+1,146
| New | +$47K |
|
168
Howmet Aerospace
HWM
$72.3B
| $47K | 0.03% |
+363
| New | +$47K |
|
169
Uber
UBER
$197B
| $45K | 0.03% |
+622
| New | +$45K |
|
170
Exxon Mobil
XOM
$468B
| $45K | 0.03% |
+385
| New | +$45K |
|
171
Vanguard Consumer Discretionary ETF
VCR
$6.54B
| $44K | 0.03% |
+137
| New | +$44K |
|
172
Lam Research
LRCX
$133B
| $43K | 0.03% |
+598
| New | +$43K |
|
173
Invesco S&P 500 Equal Weight ETF
RSP
$74.1B
| $42K | 0.03% |
+247
| New | +$42K |
|
174
Zoom
ZM
$25.5B
| $42K | 0.03% |
+575
| New | +$42K |
|
175
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38.5B
| $41K | 0.03% |
+841
| New | +$41K |
|