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
$813M
AUM Growth
+$87.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$13.6M
3 +$10.1M
4
FE icon
FirstEnergy
FE
+$9.87M
5
AMT icon
American Tower
AMT
+$3.61M

Top Sells

1 +$10.5M
2 +$9.19M
3 +$8.62M
4
QCOM icon
Qualcomm
QCOM
+$4.42M
5
JBL icon
Jabil
JBL
+$3.31M

Sector Composition

1 Technology 28.8%
2 Healthcare 12.66%
3 Financials 11.77%
4 Consumer Discretionary 11.38%
5 Communication Services 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,270