Capital Management Associates, Inc - Portfolio overview

Capital Management Associates, Inc has 166 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 15.59%
2. SCHB - SCHWAB STRATEGIC TR, 10.36%
3. VOO - VANGUARD INDEX FDS, 9.37%

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

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