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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
151
$74K 0.04%
+209
152
$74K 0.04%
+699
153
$74K 0.04%
+339
154
$73K 0.04%
+653
155
$72K 0.04%
+1,032
156
$72K 0.04%
+195
157
$71K 0.04%
+1,355
158
$71K 0.04%
+869
159
$70K 0.04%
+2,190
160
$69K 0.04%
+403
161
$69K 0.04%
+1,018
162
$69K 0.04%
+779
163
$69K 0.04%
+379
164
$68K 0.04%
+385
165
$68K 0.04%
+268
166
$68K 0.04%
+1,227
167
$67K 0.04%
+689
168
$66K 0.03%
+1,603
169
$65K 0.03%
+540
170
$65K 0.03%
+337
171
$64K 0.03%
+300
172
$64K 0.03%
+369
173
$63K 0.03%
+214
174
$62K 0.03%
+1,215
175
$62K 0.03%
+672
5 6
7
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