CCMG

Sequoia Financial Group$32.90 ()
AUM $912.7MER 0.33%NAV $28.41Holdings

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

$27.18$35.10

Avg Volume

27.3K

Dividend Yield

2.42%

Expense Ratio

0.33%

AUM

$912.7M

Shares Outstanding

31.0M

ETF Grades

?

Sector Breakdown

SectorWeight %
Consumer Cyclical15.14%
Industrials13.81%
Healthcare12.67%
Technology11.43%
Energy11.24%
Financial Services10.70%
Consumer Defensive8.59%
Basic Materials6.19%
Real Estate5.79%
Communication Services3.44%
Utilities1.00%

Fund Information

Inception Date
Jan 22, 2024
Description
Under normal circumstances, the fund will invest at least 80% of the fund’s net assets (plus the amount of any borrowings for investment purposes) in equity securities. The fund defines “equity securities” to include U.S. listed common and preferred stock, depositary receipts (e.g., American Depositary Receipts (“ADRs”) and Global Depositary Receipts (“GDRs”)), and ETFs that provide broad exposure to domestic and international equity securities of companies across all market capitalizations, as well as real estate securities.

Similar ETFs

SymbolNameAUM
XLYState Street Consumer Discretionary Select Sector SPDR ETF$23.41B
SCHPSchwab U.S. TIPS ETF$15.67B
MCHIiShares MSCI China ETF$6.83B
KWEBKraneShares CSI China Internet ETF$6.58B
VCRVanguard Consumer Discretionary ETF$6.20B

The CCM Global Equity ETF (CCMG) is an exchange-traded fund issued by Sequoia Financial Group that launched on Jan 22, 2024. It currently manages $912.7M in assets under management. The fund charges an expense ratio of 0.33%. It falls under the Consumer Cyclical category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
1W
1M
+5.56%
3M
+1.28%
6M
+9.05%
YTD
+6.72%
1Y
+25.02%
3Y
+34.89%
5Y
+34.89%

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$35.10

Current Price

$32.90

52-Week Low

$27.18

$27.18$35.10

Current Yield

2.42%

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricCCMGConsumer Cyclical(143 ETFs)Real Estate(212 ETFs)
Fund Info
Expense Ratio0.33%0.74%0.66%
AUM$912.7M$661.2M$955.6M
Dividend Yield2.42%6.00%3.05%
Avg Volume27.3K1.5M356.7K
Holdings8664
Performance
1-Month Return+5.37%+5.81%
6-Month Return-4.47%+5.69%
YTD Return-1.38%+7.08%
1-Year Return+17.46%+18.60%

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