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
$1.07B
AUM Growth
+$821K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$16.8M
3
+$16.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$13.5M
5
ALL icon
Allstate
ALL
+$13.4M

Top Sells

1
+$22M
2
+$18.1M
3
+$17M
4
BA icon
Boeing
BA
+$9.87M
5
GE icon
GE Aerospace
GE
+$8.96M

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
– –
-38,420
102
– –
-1,511
103
– –
-5,750
104
– –
-1,228
105
– –
-62,225
1 2 3 4
5