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 %
100%
Top 10 Hldgs %
54.65%
Holding
280
New
280
Increased
Reduced
Closed

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
BAC icon
176
Bank of America
BAC
$372B
$40K 0.03%
+963
New +$40K
CVX icon
177
Chevron
CVX
$312B
$39K 0.03%
+234
New +$39K
IAU icon
178
iShares Gold Trust
IAU
$53.3B
$39K 0.03%
+676
New +$39K
IWN icon
179
iShares Russell 2000 Value ETF
IWN
$11.8B
$38K 0.03%
+257
New +$38K
UMH
180
UMH Properties
UMH
$1.29B
$37K 0.03%
+2,000
New +$37K
F icon
181
Ford
F
$45.7B
$36K 0.03%
+3,599
New +$36K
IVW icon
182
iShares S&P 500 Growth ETF
IVW
$64.3B
$36K 0.03%
+391
New +$36K
SNPS icon
183
Synopsys
SNPS
$112B
$36K 0.03%
+84
New +$36K
DISV icon
184
Dimensional International Small Cap Value ETF
DISV
$3.54B
$34K 0.02%
+1,175
New +$34K
VDE icon
185
Vanguard Energy ETF
VDE
$7.21B
$34K 0.02%
+268
New +$34K
TWLO icon
186
Twilio
TWLO
$16.4B
$34K 0.02%
+348
New +$34K
GT icon
187
Goodyear
GT
$2.45B
$33K 0.02%
+3,645
New +$33K
SGC icon
188
Superior Group of Companies
SGC
$190M
$32K 0.02%
+3,000
New +$32K
XLV icon
189
Health Care Select Sector SPDR Fund
XLV
$34.4B
$31K 0.02%
+216
New +$31K
ANET icon
190
Arista Networks
ANET
$178B
$30K 0.02%
+392
New +$30K
AWK icon
191
American Water Works
AWK
$27.3B
$29K 0.02%
+202
New +$29K
GTLB icon
192
GitLab
GTLB
$8.03B
$29K 0.02%
+632
New +$29K
TXN icon
193
Texas Instruments
TXN
$168B
$28K 0.02%
+158
New +$28K
EIS icon
194
iShares MSCI Israel ETF
EIS
$415M
$27K 0.02%
+371
New +$27K
IVE icon
195
iShares S&P 500 Value ETF
IVE
$41B
$27K 0.02%
+146
New +$27K
TTD icon
196
Trade Desk
TTD
$25.6B
$27K 0.02%
+507
New +$27K
AVMV icon
197
Avantis US Mid Cap Value ETF
AVMV
$264M
$26K 0.02%
+432
New +$26K
CFLT icon
198
Confluent
CFLT
$6.88B
$26K 0.02%
+1,132
New +$26K
CPRT icon
199
Copart
CPRT
$46.5B
$26K 0.02%
+476
New +$26K
NEM icon
200
Newmont
NEM
$83.4B
$26K 0.02%
+547
New +$26K