CIA
CCM Investment Advisers Portfolio holdings
AUM
$928M
This Quarter Return
-0.47%
1 Year Return
+25.89%
3 Year Return
+115.28%
5 Year Return
+179.29%
10 Year Return
+381.77%
AUM
$725M
AUM Growth
+$725M
(-2.7%)
Cap. Flow
-$9.85M
Cap. Flow
% of AUM
-1.36%
Top 10 Holdings %
Top 10 Hldgs %
27.69%
Holding
69
New
–
Increased
24
Reduced
37
Closed
1
Top Buys
| 1 |
Abbott
ABT
|
$6.92M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$2.91M |
| 3 |
Walt Disney
DIS
|
$839K |
| 4 |
American Electric Power
AEP
|
$658K |
| 5 |
Thermo Fisher Scientific
TMO
|
$505K |
Top Sells
| 1 |
Allstate
ALL
|
$7.81M |
| 2 |
Pfizer
PFE
|
$4.92M |
| 3 |
NVIDIA
NVDA
|
$2.97M |
| 4 |
Jabil
JBL
|
$1.95M |
| 5 |
Amazon
AMZN
|
$844K |
Sector Composition
| 1 | Technology | 29.36% |
| 2 | Healthcare | 14.77% |
| 3 | Consumer Discretionary | 11.45% |
| 4 | Financials | 11.35% |
| 5 | Industrials | 8.02% |
