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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
51
$10M 0.99%
87,463
+8,653
52
$9.56M 0.94%
74,140
+3,082
53
$9.53M 0.94%
+19,323
54
$5.97M 0.59%
44,555
-2,460
55
$5.38M 0.53%
8,282
-6,552
56
$4.98M 0.49%
34,464
-473
57
$4.82M 0.47%
20,324
-44,937
58
$4.52M 0.45%
+4,912
59
$2.29M 0.23%
12,180
-275
60
$1.65M 0.16%
9,912
-78,543
61
$1.33M 0.13%
12,345
-120
62
$903K 0.09%
13,885
63
$846K 0.08%
4,400
-240
64
$609K 0.06%
2,425
-5
65
$587K 0.06%
2,411
+1,240
66
$514K 0.05%
+2,381
67
$501K 0.05%
+748
68
$490K 0.05%
1,420
-6,996
69
$442K 0.04%
663
+38
70
$275K 0.03%
+4,152
71
$261K 0.03%
+459
72
$256K 0.03%
726
+24
73
$256K 0.03%
+779
74
$245K 0.02%
2,168
+30
75
$239K 0.02%
12,000
1 2
3
4