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
$836M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.5M
3
+$7.45M
4
NFLX icon
Netflix
NFLX
+$3.6M
5
PG icon
Procter & Gamble
PG
+$1.08M

Top Sells

1
+$14.5M
2
+$13.4M
3
+$9.55M
4
O icon
Realty Income
O
+$6.81M
5
ETN icon
Eaton
ETN
+$6.48M

Sector Composition

1 Technology 28.95%
2 Healthcare 12.5%
3 Financials 12.21%
4 Consumer Discretionary 10.45%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-16,009
77
– –
-4,254
1 2 3
4