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CIA

CCM Investment Advisers Portfolio holdings

AUM $1.04B
1-Year Est. Return 40.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.1M
3
+$10.9M
4
KLAC icon
KLA
KLAC
+$10.4M
5
MPWR icon
Monolithic Power Systems
MPWR
+$3.98M

Top Sells

1
+$12.5M
2
+$11.3M
3
+$6.54M
4
NVDA icon
NVIDIA
NVDA
+$5.47M
5
EME icon
Emcor
EME
+$3.97M

Sector Composition

1 Technology 32.98%
2 Financials 11.95%
3 Communication Services 9.8%
4 Consumer Discretionary 9.57%
5 Healthcare 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.2M 1.5%
99,058
+4,859
27
$15.1M 1.49%
107,611
+2,355
28
$14.6M 1.44%
75,883
-358
29
$14.6M 1.44%
257,449
-4,388
30
$14.5M 1.43%
29,887
-1,457
31
$14M 1.38%
147,909
+2,869
32
$14M 1.38%
+49,757
33
$13.9M 1.37%
103,735
-7,251
34
$13.9M 1.37%
49,153
+984
35
$13.7M 1.35%
39,585
+436
36
$13.6M 1.34%
297,134
+3,021
37
$13.5M 1.33%
221,135
-16,330
38
$13.4M 1.32%
17,516
+194
39
$13.2M 1.3%
156,771
-10,337
40
$12.8M 1.26%
94,085
+3,991
41
$12.4M 1.22%
99,823
+1,411
42
$12.1M 1.19%
+11,189
43
$11.9M 1.17%
23,768
+6,020
44
$11.8M 1.16%
123,532
+30,939
45
$11.6M 1.14%
295,400
+17,031
46
$11.4M 1.12%
73,294
+533
47
$11.1M 1.1%
+68,820
48
$11.1M 1.09%
28,309
-1,306
49
$11M 1.09%
96,213
+993
50
$10.1M 1%
12,945
-377
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