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 | |
|---|---|---|---|---|---|---|
201
Chipotle Mexican Grill
CMG
$53.2B
| $25K | 0.02% |
+514
| New | +$25K |
|
202
CrowdStrike
CRWD
$107B
| $25K | 0.02% |
+73
| New | +$25K |
|
203
DTE Energy
DTE
$28B
| $25K | 0.02% |
+180
| New | +$25K |
|
204
Elastic
ESTC
$9.81B
| $25K | 0.02% |
+283
| New | +$25K |
|
205
First Foundation Inc
FFWM
$493M
| $25K | 0.02% |
+5,000
| New | +$25K |
|
206
MongoDB
MDB
$26.3B
| $25K | 0.02% |
+147
| New | +$25K |
|
207
Ventas
VTR
$30.9B
| $25K | 0.02% |
+364
| New | +$25K |
|
208
eBay
EBAY
$42.5B
| $24K | 0.02% |
+356
| New | +$24K |
|
|
B
209
Barrick Mining Corporation
B
$49.5B
| $24K | 0.02% |
+1,241
| New | +$24K |
|
210
Kimberly-Clark
KMB
$43.1B
| $24K | 0.02% |
+169
| New | +$24K |
|
211
PayPal
PYPL
$65.3B
| $24K | 0.02% |
+379
| New | +$24K |
|
212
Cencora
COR
$57.7B
| $23K | 0.02% |
+85
| New | +$23K |
|
213
Datadog
DDOG
$47.6B
| $23K | 0.02% |
+233
| New | +$23K |
|
214
Dimensional World Equity ETF
DFAW
$858M
| $23K | 0.02% |
+376
| New | +$23K |
|
215
Morgan Stanley
MS
$238B
| $23K | 0.02% |
+203
| New | +$23K |
|
216
Procore
PCOR
$10.6B
| $23K | 0.02% |
+356
| New | +$23K |
|
217
SPDR Portfolio S&P 500 ETF
SPLG
$84.6B
| $23K | 0.02% |
+352
| New | +$23K |
|
218
iShares Bitcoin Trust
IBIT
$84.1B
| $22K | 0.02% |
+475
| New | +$22K |
|
219
Colgate-Palmolive
CL
$68B
| $21K | 0.01% |
+230
| New | +$21K |
|
220
iShares Russell 2000 Growth ETF
IWO
$12.6B
| $21K | 0.01% |
+83
| New | +$21K |
|
221
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $20K | 0.01% |
+261
| New | +$20K |
|
222
Walt Disney
DIS
$214B
| $20K | 0.01% |
+209
| New | +$20K |
|
223
Onto Innovation
ONTO
$5.08B
| $20K | 0.01% |
+169
| New | +$20K |
|
224
Vicor
VICR
$2.27B
| $20K | 0.01% |
+439
| New | +$20K |
|
225
Vanguard High Dividend Yield ETF
VYM
$64.2B
| $20K | 0.01% |
+161
| New | +$20K |
|