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
51
$4.83M 0.94%
58,205
-27,879
52
$4.79M 0.94%
403,883
+79,982
53
$4.45M 0.87%
+144,893
54
$2.97M 0.58%
+44,761
55
$2.38M 0.46%
92,322
-234,899
56
$1.83M 0.36%
14,100
-2,004
57
$1.2M 0.23%
19,566
-12,351
58
$1.11M 0.22%
24,961
-153,636
59
$987K 0.19%
17,255
-3,750
60
$940K 0.18%
4,240
-225
61
$853K 0.17%
26,400
62
$832K 0.16%
18,560
-12
63
$808K 0.16%
5,000
-1,000
64
$778K 0.15%
17,140
+340
65
$748K 0.15%
15,580
-6,520
66
$725K 0.14%
23,206
-100
67
$642K 0.13%
8,250
-26,010
68
$611K 0.12%
11,385
-28,250
69
$583K 0.11%
8,950
-9,305
70
$451K 0.09%
3,205
-1,170
71
$414K 0.08%
5,346
-305
72
$377K 0.07%
20,000
73
$359K 0.07%
7,909
+27
74
$346K 0.07%
6,210
-9,000
75
$314K 0.06%
2,430
-3,172
1 2
3
4