CIA

CCM Investment Advisers Portfolio holdings

AUM $1.04B
1-Year Est. Return 31.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.84%
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 +$14.8M
2 +$12.2M
3 +$9.74M
4
NFLX icon
Netflix
NFLX
+$9.09M
5
AMT icon
American Tower
AMT
+$3.16M

Top Sells

1 +$9.84M
2 +$9.4M
3 +$8.24M
4
QCOM icon
Qualcomm
QCOM
+$3.78M
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
-6,532