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
$897M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$8.48M
3
+$7.26M
4
DUK icon
Duke Energy
DUK
+$5.41M
5
QCOM icon
Qualcomm
QCOM
+$5.05M

Top Sells

1
+$12.5M
2
+$9.46M
3
+$9.05M
4
NVDA icon
NVIDIA
NVDA
+$6.47M
5
AVGO icon
Broadcom
AVGO
+$3.17M

Sector Composition

1 Technology 29.19%
2 Healthcare 11.91%
3 Financials 11.52%
4 Consumer Discretionary 10.35%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-41,362
77
– –
-10,925
78
– –
-125,475
79
– –
-66,149
1 2 3
4