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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
1
$25.9M 13.67%
672,556
+30,092
2
$13.4M 7.07%
550,048
-3,294
3
$11.7M 6.16%
45,869
-5,700
4
$8.73M 4.6%
278,121
-6,277
5
$8.13M 4.28%
160,508
-138
6
$6.87M 3.62%
13,271
-1,637
7
$6.36M 3.35%
58,475
+983
8
$6.09M 3.21%
185,876
+22,445
9
$5.41M 2.85%
22,250
-22
10
$4.83M 2.55%
67,117
-4,567
11
$4.16M 2.19%
165,617
-11,892
12
$3.94M 2.08%
146,324
-19,338
13
$3.76M 1.98%
37,775
+4,385
14
$3.35M 1.76%
46,891
-4,962
15
$3.04M 1.6%
16,257
+143
16
$2.97M 1.57%
13,540
-811
17
$2.91M 1.54%
90,889
+14,426
18
$2.79M 1.47%
34,828
+2,150
19
$2.77M 1.46%
4,518
+396
20
$2.73M 1.44%
4,543
+218
21
$2.71M 1.43%
33,876
-18
22
$2.67M 1.41%
38,981
+96
23
$2.29M 1.21%
63,141
+3,172
24
$2.05M 1.08%
44,523
+215
25
$2.02M 1.06%
22,677
+3,784
1
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