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

$29.04$35.10

Avg Volume

33.5K

Dividend Yield

2.42%

Expense Ratio

0.33%

AUM

$912.7M

Shares Outstanding

31.0M

ETF Grades

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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$21.19B
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KWEBKraneShares CSI China Internet ETF$5.28B
TSLLDirexion Daily TSLA Bull 2X ETF$3.00B
ITBiShares U.S. Home Construction ETF$2.27B

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
3M
6M
+1.61%
YTD
+6.72%
1Y
+13.99%
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

$29.04

$29.04$35.10

Current Yield

2.42%

Annual Dividend

$0.7903

Frequency

Quarterlyx/year

Last Ex-Date

Mar 30, 2026

Dividend History

Ex-DateAmountPay Date
Mar 30, 2026$0.0913Mar 31, 2026
Dec 30, 2025$0.3559Dec 31, 2025
Sep 29, 2025$0.1767Sep 30, 2025
Jun 27, 2025$0.1665Jun 30, 2025
Mar 28, 2025$0.0964Mar 31, 2025
Dec 30, 2024$0.2307Dec 31, 2024
Sep 27, 2024$0.1679Sep 30, 2024
Jun 27, 2024$0.1403Jun 28, 2024
Mar 26, 2024$0.0685Mar 28, 2024

Dividend Payments Over Time

Category Comparison

MetricCCMGConsumer Cyclical(139 ETFs)Real Estate(212 ETFs)
Fund Info
Expense Ratio0.33%0.76%0.65%
AUM$912.7M$444.7M$1.04B
Dividend Yield2.42%6.13%3.05%
Avg Volume33.5K1.0M403.8K
Holdings6764
Performance
1-Month Return-0.20%+0.15%
6-Month Return+0.77%+7.02%
YTD Return-5.58%+9.95%
1-Year Return-6.96%+9.89%

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