CCM
Consolidated Capital Management Portfolio holdings
AUM
$277M
1-Year Return
23.43%
This Quarter Return
+8.38%
1 Year Return
+23.43%
3 Year Return
+124.73%
5 Year Return
+173.52%
10 Year Return
–
AUM
$153M
AUM Growth
+$19.1M
(+14%)
Cap. Flow
+$8.09M
Cap. Flow
% of AUM
5.29%
Top 10 Holdings %
Top 10 Hldgs %
59.61%
Holding
42
New
2
Increased
19
Reduced
14
Closed
–
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$2.75M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$2.06M |
| 3 |
Microsoft
MSFT
|
$1.62M |
| 4 |
JPMorgan Chase
JPM
|
$1.25M |
| 5 |
McDonald's
MCD
|
$1.07M |
Top Sells
| 1 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$2.01M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$15.7K |
| 3 |
SPDR Gold Trust
GLD
|
$15.5K |
| 4 |
iShares Biotechnology ETF
IBB
|
$15K |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$11.5K |
Sector Composition
| 1 | Financials | 18.01% |
| 2 | Industrials | 13.08% |
| 3 | Communication Services | 11.43% |
| 4 | Technology | 8.72% |
| 5 | Consumer Discretionary | 7.93% |
