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
176
$40K 0.03%
+963
177
$39K 0.03%
+234
178
$39K 0.03%
+676
179
$38K 0.03%
+257
180
$37K 0.03%
+2,000
181
$36K 0.03%
+3,599
182
$36K 0.03%
+391
183
$36K 0.03%
+84
184
$34K 0.02%
+1,175
185
$34K 0.02%
+348
186
$34K 0.02%
+268
187
$33K 0.02%
+3,645
188
$32K 0.02%
+3,000
189
$31K 0.02%
+216
190
$30K 0.02%
+392
191
$29K 0.02%
+202
192
$29K 0.02%
+632
193
$28K 0.02%
+158
194
$27K 0.02%
+371
195
$27K 0.02%
+146
196
$27K 0.02%
+507
197
$26K 0.02%
+432
198
$26K 0.02%
+1,132
199
$26K 0.02%
+476
200
$26K 0.02%
+547
6 7
8
9 10