CCM INVESTMENT GROUP, LLC - Portfolio overview

CCM INVESTMENT GROUP, LLC has 207 reported holdings in this dataset, with the latest filing dated 2025-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Industrials.

Largest reported holdings by portfolio allocation

1. AVUV - AMERICAN CENTY ETF TR, 10.48%
2. VEA - VANGUARD TAX-MANAGED FDS, 10.03%
3. IDEV - ISHARES TR, 9.97%

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

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