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
201
$25K 0.02%
+514
202
$25K 0.02%
+73
203
$25K 0.02%
+180
204
$25K 0.02%
+283
205
$25K 0.02%
+5,000
206
$25K 0.02%
+147
207
$25K 0.02%
+364
208
$24K 0.02%
+356
209
$24K 0.02%
+1,241
210
$24K 0.02%
+169
211
$24K 0.02%
+379
212
$23K 0.02%
+85
213
$23K 0.02%
+233
214
$23K 0.02%
+376
215
$23K 0.02%
+203
216
$23K 0.02%
+356
217
$23K 0.02%
+352
218
$22K 0.02%
+475
219
$21K 0.01%
+230
220
$21K 0.01%
+83
221
$20K 0.01%
+261
222
$20K 0.01%
+209
223
$20K 0.01%
+169
224
$20K 0.01%
+439
225
$20K 0.01%
+161
7 8
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10 11