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
$473M
AUM Growth
-$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$9.65M
2
+$9.01M
3
+$6.86M
4
T icon
AT&T
T
+$6.64M
5
PFE icon
Pfizer
PFE
+$6.58M

Top Sells

1
+$25.3M
2
+$20.4M
3
+$18.6M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.3M
5
ELV icon
Elevance Health
ELV
+$17.5M

Sector Composition

1 Technology 18.01%
2 Healthcare 16.85%
3 Financials 12.56%
4 Industrials 9.97%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-144,693
102
– –
-121,875
103
– –
-133,031
1 2 3 4
5