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
$513M
AUM Growth
-$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$5.19M
3
+$3.42M
4
INTC icon
Intel
INTC
+$3.03M
5
MRO
Marathon Oil Corporation
MRO
+$815K

Top Sells

1
+$5.23M
2
+$1.34M
3
+$1.09M
4
CARO
Carolina Financial Corp.
CARO
+$980K
5
XOM icon
Exxon Mobil
XOM
+$944K

Sector Composition

1 Technology 21.19%
2 Financials 16.38%
3 Healthcare 15.32%
4 Industrials 12.08%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7,878
77
– –
-1,370
78
– –
-6,318
79
– –
-10,612
80
– –
-2,147
81
– –
-21,206
82
– –
-14,450
83
– –
-6,320
1 2 3
4