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
$513M
AUM Growth
-$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$5.19M
3
+$3.42M
4
INTC icon
Intel
INTC
+$3.03M
5
MRO
Marathon Oil Corporation
MRO
+$815K

Top Sells

1
+$5.23M
2
+$1.34M
3
+$1.09M
4
CARO
Carolina Financial Corp.
CARO
+$980K
5
XOM icon
Exxon Mobil
XOM
+$944K

Sector Composition

1 Technology 21.19%
2 Financials 16.38%
3 Healthcare 15.32%
4 Industrials 12.08%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.41M 1.83%
73,408
+4,265
27
$9.3M 1.81%
115,932
+2,360
28
$9.28M 1.81%
4,459
29
$9.27M 1.81%
57,985
-4,782
30
$9.06M 1.77%
179,490
+1,066
31
$8.8M 1.71%
130,400
-4,802
32
$8.58M 1.67%
3,065
-140
33
$8.58M 1.67%
98,388
+4,394
34
$8.44M 1.64%
49,334
+1,288
35
$8.42M 1.64%
83,821
+5
36
$8.31M 1.62%
159,615
+58,161
37
$8.27M 1.61%
202,786
+83,854
38
$8.01M 1.56%
73,415
-268
39
$7.03M 1.37%
149,736
-4,487
40
$7.01M 1.37%
233,658
+221,652
41
$6.96M 1.36%
54,189
+1,646
42
$6.89M 1.34%
136,261
+1,015
43
$6.71M 1.31%
58,820
-2,403
44
$6.7M 1.31%
66,840
+170
45
$6.67M 1.3%
84,101
-9,033
46
$6.6M 1.29%
245,211
+6,213
47
$6.42M 1.25%
103,245
+3,298
48
$5.53M 1.08%
343,062
+50,542
49
$5.44M 1.06%
144,502
+5,574
50
$5.19M 1.01%
+186,324
1
2
3 4