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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
176
$61K 0.03%
+86
177
$61K 0.03%
+552
178
$59K 0.03%
+51
179
$58K 0.03%
+320
180
$57K 0.03%
+5,762
181
$56K 0.03%
+1,007
182
$56K 0.03%
+390
183
$55K 0.03%
+378
184
$54K 0.03%
+760
185
$54K 0.03%
+330
186
$54K 0.03%
+67
187
$54K 0.03%
+643
188
$54K 0.03%
+2,848
189
$53K 0.03%
+232
190
$52K 0.03%
+519
191
$50K 0.03%
+136
192
$50K 0.03%
+166
193
$50K 0.03%
+328
194
$50K 0.03%
+301
195
$49K 0.03%
+676
196
$48K 0.03%
+5,264
197
$48K 0.03%
+988
198
$47K 0.02%
+6,383
199
$47K 0.02%
+206
200
$46K 0.02%
227
-2,385
6 7
8
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