CMC Financial Group Buys SPDR Nuveen S&P High Yield Municipal Bond, iShares Expanded Tech-Software Sector, iShares Russell 1000 Growth, Sells Vanguard Long-Term Bond, Vanguard Intermediate-Term Bond, Vanguard Short-Term Bond

Investment company CMC Financial Group buys SPDR Nuveen S&P High Yield Municipal Bond, iShares Expanded Tech-Software Sector, iShares Russell 1000 Growth, Berkshire Hathaway Inc, iShares Edge MSCI USA Momentum Factor, International Business Machines Corp, WEC Energy Group Inc, Vanguard Information Tech, Vanguard Consumer Staples, Vanguard Real Estate, Vanguard Consumer Discretion, Vanguard Materials, Vanguard Energy, Vanguard Industrials, Vanguard Communication Services, Vanguard Health Care, Vanguard Financials, Apple Inc, Vanguard Mortgage-Backed Securities ETF, Vanguard High Dividend Yield, Coca-Cola Co, sells Vanguard Long-Term Bond, Vanguard Intermediate-Term Bond, Vanguard Short-Term Bond, Vanguard Utilities, ConocoPhillips, iShares Core High Dividend, iShares iBoxx $ High Yield Corporate Bond during the 3-months ended 2019Q1, according to the most recent filings of the investment company, CMC Financial Group. As of 2019Q1, CMC Financial Group owns 40 stocks with a total value of $102 million. These are the details of the buys and sells.

For the details of CMC Financial Group's stock buys and sells, go to https://www.gurufocus.com/guru/cmc+financial+group/current-portfolio/portfolio

These are the top 5 holdings of CMC Financial Group
  1. SPDR Nuveen S&P High Yield Municipal Bond (HYMB) - 381,975 shares, 21.54% of the total portfolio. New Position
  2. Vanguard Long-Term Bond (BLV) - 153,738 shares, 13.90% of the total portfolio. Shares reduced by 50.53%
  3. Vanguard Intermediate-Term Bond (BIV) - 166,031 shares, 13.67% of the total portfolio. Shares reduced by 50.21%
  4. Vanguard Short-Term Bond (BSV) - 173,117 shares, 13.52% of the total portfolio. Shares reduced by 49.65%
  5. iShares Expanded Tech-Software Sector (IGV) - 56,827 shares, 11.76% of the total portfolio. New Position
New Purchase: SPDR Nuveen S&P High Yield Municipal Bond (HYMB)

CMC Financial Group initiated holding in SPDR Nuveen S&P High Yield Municipal Bond. The purchase prices were between $55.39 and $57.51, with an estimated average price of $56.18. The stock is now traded at around $57.55. The impact to a portfolio due to this purchase was 21.54%. The holding were 381,975 shares as of .

New Purchase: iShares Expanded Tech-Software Sector (IGV)

CMC Financial Group initiated holding in iShares Expanded Tech-Software Sector. The purchase prices were between $167.19 and $214.66, with an estimated average price of $196.95. The stock is now traded at around $217.01. The impact to a portfolio due to this purchase was 11.76%. The holding were 56,827 shares as of .

New Purchase: Berkshire Hathaway Inc (BRK.B)

CMC Financial Group initiated holding in Berkshire Hathaway Inc. The purchase prices were between $191.66 and $209.19, with an estimated average price of $201.99. The stock is now traded at around $210.59. The impact to a portfolio due to this purchase was 0.43%. The holding were 2,200 shares as of .

New Purchase: iShares Edge MSCI USA Momentum Factor (MTUM)

CMC Financial Group initiated holding in iShares Edge MSCI USA Momentum Factor. The purchase prices were between $96.81 and $112.18, with an estimated average price of $107.38. The stock is now traded at around $112.73. The impact to a portfolio due to this purchase was 0.42%. The holding were 3,780 shares as of .

New Purchase: International Business Machines Corp (IBM)

CMC Financial Group initiated holding in International Business Machines Corp. The purchase prices were between $112.91 and $141.44, with an estimated average price of $132.95. The stock is now traded at around $139.95. The impact to a portfolio due to this purchase was 0.36%. The holding were 2,625 shares as of .

New Purchase: WEC Energy Group Inc (WEC)

CMC Financial Group initiated holding in WEC Energy Group Inc. The purchase prices were between $67.58 and $79.9, with an estimated average price of $74.07. The stock is now traded at around $77.05. The impact to a portfolio due to this purchase was 0.35%. The holding were 4,464 shares as of .

Added: iShares Russell 1000 Growth (IWF)

CMC Financial Group added to a holding in iShares Russell 1000 Growth by 127.44%. The purchase prices were between $126.75 and $152.69, with an estimated average price of $143.52. The stock is now traded at around $157.56. The impact to a portfolio due to this purchase was 2.19%. The holding were 26,344 shares as of .

Added: Apple Inc (AAPL)

CMC Financial Group added to a holding in Apple Inc by 21.11%. The purchase prices were between $142.19 and $195.09, with an estimated average price of $169.29. The stock is now traded at around $207.16. The impact to a portfolio due to this purchase was 0.25%. The holding were 7,608 shares as of .

Sold Out: iShares Core High Dividend (HDV)

CMC Financial Group sold out a holding in iShares Core High Dividend. The sale prices were between $82.8 and $93.96, with an estimated average price of $89.67.

Sold Out: iShares iBoxx $ High Yield Corporate Bond (HYG)

CMC Financial Group sold out a holding in iShares iBoxx $ High Yield Corporate Bond. The sale prices were between $80.99 and $86.47, with an estimated average price of $84.85.

Reduced: Vanguard Long-Term Bond (BLV)

CMC Financial Group reduced to a holding in Vanguard Long-Term Bond by 50.53%. The sale prices were between $87.03 and $92.18, with an estimated average price of $88.64. The stock is now traded at around $91.34. The impact to a portfolio due to this sale was -13.99%. CMC Financial Group still held 153,738 shares as of .

Reduced: Vanguard Intermediate-Term Bond (BIV)

CMC Financial Group reduced to a holding in Vanguard Intermediate-Term Bond by 50.21%. The sale prices were between $81.29 and $84.08, with an estimated average price of $82.29. The stock is now traded at around $83.70. The impact to a portfolio due to this sale was -13.86%. CMC Financial Group still held 166,031 shares as of .

Reduced: Vanguard Short-Term Bond (BSV)

CMC Financial Group reduced to a holding in Vanguard Short-Term Bond by 49.65%. The sale prices were between $78.46 and $79.65, with an estimated average price of $78.91. The stock is now traded at around $79.43. The impact to a portfolio due to this sale was -13.65%. CMC Financial Group still held 173,117 shares as of .

Reduced: Vanguard Utilities (VPU)

CMC Financial Group reduced to a holding in Vanguard Utilities by 82.49%. The sale prices were between $115.64 and $131.18, with an estimated average price of $123.83. The stock is now traded at around $128.70. The impact to a portfolio due to this sale was -1.2%. CMC Financial Group still held 2,113 shares as of .

Reduced: ConocoPhillips (COP)

CMC Financial Group reduced to a holding in ConocoPhillips by 45.55%. The sale prices were between $62.18 and $70.65, with an estimated average price of $67.25. The stock is now traded at around $64.70. The impact to a portfolio due to this sale was -0.6%. CMC Financial Group still held 11,248 shares as of .



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