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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
201
$45K 0.02%
+92
202
$45K 0.02%
+221
203
$45K 0.02%
+260
204
$44K 0.02%
+549
205
$42K 0.02%
+655
206
$42K 0.02%
+425
207
$42K 0.02%
+519
208
$41K 0.02%
+575
209
$41K 0.02%
+69
210
$40K 0.02%
+443
211
$40K 0.02%
+252
212
$40K 0.02%
+399
213
$40K 0.02%
+1,241
214
$38K 0.02%
+310
215
$38K 0.02%
+160
216
$38K 0.02%
+585
217
$37K 0.02%
+618
218
$37K 0.02%
+448
219
$36K 0.02%
+108
220
$36K 0.02%
+186
221
$35K 0.02%
+181
222
$35K 0.02%
+76
223
$35K 0.02%
+187
224
$35K 0.02%
+88
225
$35K 0.02%
+100
7 8
9
10 11