OWNS

CCM$17.34-0.08 (-0.46%)
AUM $111.5MER 0.57%NAV $17.57Holdings 225

Price Chart

Key Statistics

Previous Close

$17.42

Day Range

$17.34$17.43

52-Week Range

$16.95$17.82

Avg Volume

15.3K

Dividend Yield

4.07%

Expense Ratio

0.57%

AUM

$111.5M

Shares Outstanding

6.0M

ETF Grades

?

Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Issuer
CCM
Inception Date
Jul 25, 2021
Exchange
NYSE_ARCA
Description
The primary investment objective of the CCM Affordable Housing MBS ETF (ticker: OWNS) is to generate a level of current income. OWNS (the Fund) looks to offer investors a capital markets solution for bridging the racial wealth gap to help address the affordable housing crisis in the U.S. and looks to make a positive impact on the well-being of individuals, families, and communities.

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BNDXVanguard Total International Bond ETF$118.10B
SGOViShares 0-3 Month Treasury Bond ETF$94.77B
BSVVanguard Short-Term Bond ETF$69.90B

The CCM Affordable Housing MBS ETF (OWNS) is an exchange-traded fund issued by CCM that launched on Jul 25, 2021. It currently manages $111.5M in assets under management. The fund charges an expense ratio of 0.57%. The fund holds 225 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 24.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1FR RA7748 3% 08/01/524.48%5,341,598$4.6M
2FN BT7259 2% 09/01/513.26%4,233,901$3.4M
3FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND CLASS X2.95%3,051,009$3.1M
4FN CB7019 4.5% 09/01/532.53%2,740,179$2.6M
5FN CB7613 5% 12/01/532.13%2,237,025$2.2M
6FN BT7190 2.5% 08/01/511.98%2,437,000$2.0M
7FN CB3606 3.5% 05/01/521.76%2,019,267$1.8M
8FN CB7018 4% 09/01/531.76%1,956,018$1.8M
9FR QC6906 2% 09/01/511.62%2,101,796$1.7M
10FR RA6649 2% 01/01/521.57%2,038,243$1.6M
11FN BT7351 2% 10/01/511.54%1,996,189$1.6M
12FN CB2400 2.5% 12/01/511.53%1,901,848$1.6M
13FN CB6590 4% 06/01/531.39%1,549,799$1.4M
14FN DG5568 5% 03/01/561.25%1,325,554$1.3M
15FR QC6096 2.5% 08/01/511.21%1,489,420$1.3M
Page 1 of 5

Detailed Returns

PeriodReturnETF
1D
-0.46%
1W
+0.43%
1M
+0.93%
3M
-1.09%
6M
-1.54%
YTD
-0.55%
1Y
+1.88%
3Y
-0.08%
5Y
-13.38%

Moving Averages

20-Day MA

$17.30

Above 20-Day MA
50-Day MA

$17.35

Below 50-Day MA
200-Day MA

$17.49

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$17.82

Current Price

$17.34

52-Week Low

$16.95

$16.95$17.82

Current Yield

4.07%

Annual Dividend

$0.7191

Frequency

4x/year

Last Ex-Date

Dec 31, 2025

Dividend History

Ex-DateAmountPay Date
Dec 31, 2025$0.2040Jan 2, 2026
Sep 30, 2025$0.1928Oct 1, 2025
Jun 30, 2025$0.1683Jul 1, 2025
Mar 31, 2025$0.1540Apr 1, 2025
Dec 26, 2024$0.1629Dec 30, 2024
Sep 26, 2024$0.1530Sep 30, 2024
Jun 26, 2024$0.1550Jun 28, 2024
Mar 26, 2024$0.1632Apr 1, 2024
Dec 26, 2023$0.1283Dec 29, 2023
Sep 26, 2023$0.1337Sep 29, 2023
Jun 27, 2023$0.1283Jun 30, 2023
Mar 28, 2023$0.1286Mar 31, 2023
Dec 27, 2022$0.1234Dec 30, 2022
Sep 27, 2022$0.1075Sep 30, 2022
Jun 27, 2022$0.0995Jun 30, 2022
Mar 28, 2022$0.0937Mar 31, 2022
Dec 28, 2021$0.1044Dec 31, 2021
Sep 27, 2021$0.0420Sep 30, 2021

Dividend Payments Over Time

Category Comparison

MetricOWNSCash & Others(1004 ETFs)Mortgage(72 ETFs)
Fund Info
Expense Ratio0.57%0.59%0.46%
AUM$111.5M$2.70B$2.24B
Dividend Yield4.07%9.48%4.31%
Avg Volume15.3K2.0M331.5K
Holdings225334322
Performance
1-Month Return+0.11%+0.06%-0.05%
6-Month Return-1.34%-0.30%-1.01%
YTD Return-0.63%+2.40%-0.70%
1-Year Return+1.67%+3.99%+0.53%

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