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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
-1.3%
1 Year Est. Return
+19.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
103.37%
Top 10 Holdings %
Top 10 Hldgs %
54.65%
Holding
280
New
280
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$23.9M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$13.9M |
| 3 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$8.03M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$7.9M |
| 5 |
Dimensional US Core Equity 1 ETF
DCOR
|
+$4.81M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.02% |
| 2 | Communication Services | 3.18% |
| 3 | Consumer Discretionary | 3.11% |
| 4 | Financials | 2.36% |
| 5 | Consumer Staples | 1.02% |
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Cloud Capital Management's Q1 2025 Portfolio in Review
Q1 2025 is the first quarter with a 13F filing on record for Cloud Capital Management, which disclosed 280 positions worth $141M. Its ten largest holdings account for 55% of the portfolio.
Its largest position is Dimensional US Core Equity 2 ETF: 687,789 shares worth $22.7M.
By sector, the portfolio is most concentrated in Technology at 7% of assets, followed by Communication Services and Consumer Discretionary.
- Cloud Capital Management's largest Q1 2025 buy was Dimensional US Core Equity 2 ETF: 687,789 shares worth $22.7M.
- Cloud Capital Management's ten largest holdings make up 55% of its $141M portfolio in Q1 2025.
- Cloud Capital Management disclosed 280 positions in Q1 2025, its first 13F filing on record.
Based on Cloud Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.