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
$1.02B
AUM Growth
-$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$16.3M
3
+$15.8M
4
AMP icon
Ameriprise Financial
AMP
+$13.6M
5
EAT icon
Brinker International
EAT
+$12.6M

Top Sells

1
+$21.1M
2
+$15.6M
3
+$14.7M
4
MCHP icon
Microchip Technology
MCHP
+$14.4M
5
BWA icon
BorgWarner
BWA
+$13.4M

Sector Composition

1 Technology 19.19%
2 Financials 17.8%
3 Healthcare 16.92%
4 Industrials 10.03%
5 Energy 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$284K 0.03%
10,894
-36,891
102
$267K 0.03%
5,080
103
$252K 0.02%
2,501
-45
104
$246K 0.02%
4,931
-405
105
$243K 0.02%
4,850
106
$221K 0.02%
3,805
-75
107
$205K 0.02%
8,100
108
$202K 0.02%
+8,000
109
$201K 0.02%
1,215
-35
110
$29K ﹤0.01%
3,000
111
– –
-6,587
1 2 3 4
5