Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: CMC Financial Group
  City: ATLANTA
  State: GA
  Zip: 30328
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $70,900,000
  Total Value Change : $-3,879,000
  Securities Held Change : 0
   
All Securities Held : 15
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 3
  Unchanged Positions : 0
  Decreased Positions : 10

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 17     View All Holdings Currently Viewing:  ALL     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 1 - $0.00 $21,672,000 372,947 30.57% 5,272,000 56,165 0.041    N/A
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 2 - $0.00 $20,911,000 425,363 29.49% 2,055,000 20,467 0.411    N/A
   (GDX)1 Year Chart         GDX VanEck Vectors Gold Miners ETF 3 - $34.07 $5,069,000 160,305 7.15% 704,000 13,346 0.037    Closed - End Fund - E...
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 4 - $90.63 $4,892,000 51,703 6.9% -3,964,000 -40,050 0.005    Closed - End Fund - E...
   (URNM)1 Year Chart         URNM Sprott Uranium Miners Etf 5 - $55.79 $4,143,000 84,047 5.84% -2,074,000 -25,738 0.093    N/A
   (MGK)1 Year Chart         MGK Vanguard Mega Cap 300 Gr In... 6 - $277.92 $3,965,000 13,835 5.59% -2,535,000 -11,024 0.027    Closed - End Fund - E...
   (RYE)1 Year Chart         RYE Invesco S&P 500 Equal Weigh... 7 - $82.23 $3,158,000 38,008 4.45% -375,000 -10,936 0.205    Closed - End Fund - E...
   (MGC)1 Year Chart         MGC Vanguard Mega Cap 300 Index... 8 - $185.36 $1,650,000 8,832 2.33% 67,000 -459 0.036    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 9 - $412.32 $1,307,000 3,107 1.84% -5,000 -269 0    Application Software
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 10 - $408.82 $1,153,000 2,743 1.63% 102,000 -147 0    Property & Casualty I...
   (AAPL)1 Year Chart         AAPL Apple Inc 11 - $184.57 $981,000 5,723 1.38% -114,000 -168 0    Personal Computers
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 12 New $180.54 $878,000 5,188 1.24% 878,000 5,188 0    Communication Equipment
   (CRSP)1 Year Chart         CRSP Crispr Therapeutics Ag 13 New $53.55 $451,000 6,623 0.64% 451,000 6,623 0.009    N/A
   (URA)1 Year Chart         URA Global X Uranium ETF 14 - $31.82 $395,000 13,700 0.56% -72,000 -1,124 0.011    Closed - End Fund - E...
   (CHK)1 Year Chart         CHK Chesapeake Energy Corp 15 - $88.30 $275,000 3,099 0.39% -4,000 -270 0.002    Independent Oil & Gas
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 17 Closed $216.95 $0 0 0% -3,654,000 -19,260 0    Closed - End Fund - E...
   (DG)1 Year Chart         DG Dollar General Corp 16 Closed $140.86 $0 0 0% -611,000 -4,535 0    Discount, Variety Stores

      17 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results