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CIA

CCM Investment Advisers Portfolio holdings

AUM $1.04B
1-Year Est. Return 40.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.1M
3
+$10.9M
4
KLAC icon
KLA
KLAC
+$10.4M
5
MPWR icon
Monolithic Power Systems
MPWR
+$3.98M

Top Sells

1
+$12.5M
2
+$11.3M
3
+$6.54M
4
NVDA icon
NVIDIA
NVDA
+$5.47M
5
EME icon
Emcor
EME
+$3.97M

Sector Composition

1 Technology 32.98%
2 Financials 11.95%
3 Communication Services 9.8%
4 Consumer Discretionary 9.57%
5 Healthcare 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$235K 0.02%
+772
77
$233K 0.02%
+3,041
78
$219K 0.02%
+51
79
$215K 0.02%
1,000
80
$213K 0.02%
+625
81
$213K 0.02%
+2,181
82
$210K 0.02%
8,000
83
$209K 0.02%
+26
84
$203K 0.02%
8,000
85
$202K 0.02%
12,000
86
$202K 0.02%
+8,750
87
$186K 0.02%
10,000
1 2 3
4