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
$852M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.33M
3
+$955K
4
JBL icon
Jabil
JBL
+$914K
5
ADBE icon
Adobe
ADBE
+$864K

Top Sells

1
+$2.23M
2
+$1.13M
3
+$1.03M
4
EVR icon
Evercore
EVR
+$691K
5
ETN icon
Eaton
ETN
+$648K

Sector Composition

1 Technology 30.88%
2 Healthcare 12.16%
3 Financials 11.68%
4 Consumer Discretionary 10.33%
5 Communication Services 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,897
1 2 3
4