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
$616M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.69M
3
+$7.33M
4
ABBV icon
AbbVie
ABBV
+$6.57M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.65M

Top Sells

1
+$8.93M
2
+$7.38M
3
+$6.47M
4
AMZN icon
Amazon
AMZN
+$4.41M
5
BP icon
BP
BP
+$2.97M

Sector Composition

1 Technology 23.4%
2 Healthcare 15.27%
3 Consumer Discretionary 11.88%
4 Financials 11.34%
5 Communication Services 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 1.81%
29,102
-334
27
$11M 1.79%
185,368
-1,006
28
$10.9M 1.76%
104,499
-2,127
29
$10.4M 1.69%
129,693
-1,690
30
$10.4M 1.69%
338,940
+53,685
31
$10.3M 1.67%
198,439
+1,918
32
$10.2M 1.66%
44,013
-2,463
33
$10.2M 1.66%
171,657
+1,818
34
$10M 1.62%
106,202
-4,770
35
$9.81M 1.59%
249,119
+17,018
36
$9.69M 1.57%
+87,704
37
$9.65M 1.57%
100,260
-6,361
38
$9.64M 1.57%
94,484
+7,791
39
$9.42M 1.53%
156,259
+407
40
$9.21M 1.5%
127,421
-2,628
41
$8.8M 1.43%
256,830
+17,943
42
$8.68M 1.41%
148,582
-772
43
$8.57M 1.39%
135,715
-2,711
44
$8.53M 1.39%
354,276
-9,738
45
$8.3M 1.35%
59,504
+4,732
46
$8.09M 1.31%
73,587
-5,983
47
$7.33M 1.19%
+54,716
48
$6.87M 1.12%
4,014
+58
49
$6.57M 1.07%
+75,029
50
$6.57M 1.07%
171,160
-571
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