CFG
CMC Financial Group Portfolio holdings
AUM
$43.8M
This Quarter Return
+0.36%
1 Year Return
+18.78%
3 Year Return
+60.63%
5 Year Return
+117.06%
10 Year Return
–
AUM
$89.7M
AUM Growth
+$89.7M
(-52%)
Cap. Flow
-$76.7M
Cap. Flow
% of AUM
-85.49%
Top 10 Holdings %
Top 10 Hldgs %
80.11%
Holding
44
New
16
Increased
3
Reduced
7
Closed
15
Top Buys
| 1 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
$10.3M |
| 2 |
iShares Gold Trust
IAU
|
$8.6M |
| 3 |
ProShares Short Dow30
DOG
|
$8.49M |
| 4 |
Invesco S&P 500 Equal Weight Energy ETF
RSPG
|
$3.33M |
| 5 |
Vanguard Consumer Staples ETF
VDC
|
$1.84M |
Top Sells
| 1 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$43.8M |
| 2 |
DUDE
Merlyn.AI SectorSurfer Momentum ETF
DUDE
|
$23.7M |
| 3 |
SPDR S&P Homebuilders ETF
XHB
|
$15.7M |
| 4 |
Janus International
JBI
|
$7.16M |
| 5 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
$4.65M |
Sector Composition
| 1 | Technology | 9.37% |
| 2 | Industrials | 2.91% |
| 3 | Consumer Staples | 2.09% |
| 4 | Financials | 2.08% |
| 5 | Energy | 1.67% |
