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
$520M
AUM Growth
+$8.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$7.17M
3
+$5.9M
4
WFC icon
Wells Fargo
WFC
+$572K
5
AMZN icon
Amazon
AMZN
+$401K

Top Sells

1
+$7.79M
2
+$5.38M
3
+$4.99M
4
OMC icon
Omnicom Group
OMC
+$1.8M
5
SLB icon
SLB Ltd
SLB
+$1.47M

Sector Composition

1 Technology 18.22%
2 Financials 16.12%
3 Healthcare 15.79%
4 Industrials 13.29%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.87M 1.9%
40,506
-1,552
27
$9.86M 1.9%
183,070
-6,396
28
$9.83M 1.89%
55,994
-2,154
29
$9.5M 1.83%
172,303
+10,371
30
$9.24M 1.78%
71,061
-2,270
31
$9.12M 1.76%
145,400
-4,061
32
$8.96M 1.72%
90,946
-3,298
33
$8.85M 1.7%
113,844
-2,475
34
$8.66M 1.67%
4,731
-284
35
$8.65M 1.66%
106,385
-3,619
36
$8.64M 1.66%
94,941
-2,276
37
$8.61M 1.66%
49,190
-485
38
$8.24M 1.59%
278,706
+5,544
39
$8.16M 1.57%
69,475
-506
40
$7.96M 1.53%
71,422
-2,999
41
$7.86M 1.51%
+77,113
42
$7.65M 1.47%
166,258
+974
43
$7.65M 1.47%
54,776
-1,637
44
$7.59M 1.46%
141,134
-6,560
45
$7.58M 1.46%
94,452
-7,071
46
$7.45M 1.43%
64,271
+61,841
47
$7.29M 1.4%
88,966
-4,815
48
$5.9M 1.14%
+49,873
49
$5.08M 0.98%
146,661
+1,768
50
$4.97M 0.96%
59,277
-702
1
2
3 4