CMC Financial Group - Portfolio overview

CMC Financial Group has 50 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. COWG - PACER FDS TR, 17.85%
2. TCAL - T ROWE PRICE ETF INC, 12.98%
3. COWZ - PACER FDS TR, 8.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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