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
$1.07B
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$21.8M
2 +$15.3M
3 +$9.49M
4
FISV
Fiserv Inc
FISV
+$7.29M
5
BAC icon
Bank of America
BAC
+$6.88M

Top Sells

1 +$14.8M
2 +$13.3M
3 +$13.2M
4
CMI icon
Cummins
CMI
+$12M
5
QCOM icon
Qualcomm
QCOM
+$9.81M

Sector Composition

1 Healthcare 19.17%
2 Financials 16.51%
3 Technology 16.35%
4 Industrials 10.76%
5 Consumer Discretionary 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-18,250
102
-7,125