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
$905M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$2.71M
3
+$2.41M
4
DUK icon
Duke Energy
DUK
+$1.85M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.55M

Top Sells

1
+$8.14M
2
+$3.6M
3
+$2.18M
4
LLY icon
Eli Lilly
LLY
+$2.14M
5
EVR icon
Evercore
EVR
+$2.13M

Sector Composition

1 Technology 31.04%
2 Financials 11.99%
3 Consumer Discretionary 11.35%
4 Healthcare 10.27%
5 Communication Services 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7,920
77
– –
-12,000
1 2 3
4