CIA

CCM Investment Advisers Portfolio holdings

AUM $1.02B
1-Year Est. Return 30.73%
This Quarter Est. Return
1 Year Est. Return
+30.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512M
AUM Growth
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$7.94M
3
+$5.01M
4
BP icon
BP
BP
+$4.45M
5
AMZN icon
Amazon
AMZN
+$4.13M

Top Sells

1
+$6.86M
2
+$6.28M
3
+$6.04M
4
CEO
CNOOC Limited
CEO
+$5.03M
5
CSC
Computer Sciences
CSC
+$4.8M

Sector Composition

1 Technology 18.03%
2 Healthcare 16.15%
3 Financials 15.88%
4 Industrials 11.63%
5 Consumer Discretionary 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.7M 1.9%
73,331
+5,089
27
$9.45M 1.85%
75,686
+9,753
28
$9.44M 1.85%
55,762
+2,462
29
$9.44M 1.85%
3,916
+50
30
$9.38M 1.83%
5,015
+90
31
$9.31M 1.82%
86,620
-2,575
32
$9.16M 1.79%
165,985
+16,546
33
$9.05M 1.77%
+149,461
34
$8.97M 1.75%
161,932
+32,932
35
$8.92M 1.74%
189,466
+10,619
36
$8.85M 1.73%
110,004
-578
37
$8.59M 1.68%
74,421
+21,993
38
$8.47M 1.66%
97,217
+8,174
39
$7.94M 1.55%
+49,675
40
$7.92M 1.55%
147,694
-9,865
41
$7.78M 1.52%
273,162
+68,531
42
$7.57M 1.48%
93,781
+4,694
43
$7.3M 1.43%
69,981
-4,353
44
$7.18M 1.4%
56,413
-2,568
45
$7.16M 1.4%
101,523
+37,930
46
$7.06M 1.38%
165,284
-4,205
47
$6.8M 1.33%
372,492
+29,449
48
$6.05M 1.18%
91,906
-2,368
49
$5.38M 1.05%
25,810
+3,602
50
$5.01M 0.98%
+59,979
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