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
+$821K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$16.7M
3
+$16.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$12.6M
5
ALL icon
Allstate
ALL
+$12.5M

Top Sells

1
+$19.6M
2
+$16.5M
3
+$15.8M
4
BA icon
Boeing
BA
+$9.64M
5
GE icon
GE Aerospace
GE
+$8.31M

Sector Composition

1 Healthcare 18.25%
2 Technology 16.16%
3 Financials 15.98%
4 Industrials 9.94%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-9,650
102
– –
-31,440
103
– –
-2,575
104
– –
-29,073
105
– –
-3,058
1 2 3 4
5