CCM

Consolidated Capital Management Portfolio holdings

AUM $277M
This Quarter Return
-6.28%
1 Year Return
+23.43%
3 Year Return
+124.73%
5 Year Return
+173.52%
10 Year Return
AUM
$221M
AUM Growth
-$4.65M
Cap. Flow
+$5.5M
Cap. Flow %
2.49%
Top 10 Hldgs %
48.68%
Holding
53
New
10
Increased
15
Reduced
19
Closed
5

Sector Composition

1 Communication Services 19.2%
2 Technology 16.49%
3 Industrials 13.26%
4 Consumer Discretionary 10.47%
5 Financials 9.39%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IYZ icon
51
iShares US Telecommunications ETF
IYZ
$615M
-8,672
Closed -$285K
JETS icon
52
US Global Jets ETF
JETS
$849M
-14,255
Closed -$301K
ZM icon
53
Zoom
ZM
$25B
-16,047
Closed -$2.95M