CCM Small/Mid-Cap Impact Value Fund

CCM Small/Mid-Cap Impact Value Fund is a registered fund series of Quaker Investment Trust (series S000008771). Net assets $13.5M as of 2023-09-30.

Profile

Advisers

Top holdings (36 reported)

Showing 15 of 36 holdings by value.

HoldingTickerValue% of fund
FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND CLASS X CLASS X$686K509.37%
FIRST CITIZENS BANCSHARES, INC.$635K471.16%
MOLINA HEALTHCARE, INC.$623K462.36%
TD SYNNEX CORPORATION$599K444.67%
QUANTA SERVICES, INC.$571K423.45%
FLEETCOR TECHNOLOGIES, INC.$562K416.91%
BERRY GLOBAL GROUP, INC.$545K404.33%
AMERIPRISE FINANCIAL, INC.$527K391.48%
OWENS CORNING$525K389.76%
ASBURY AUTOMOTIVE GROUP, INC.$506K375.65%
RAYMOND JAMES FINANCIAL, INC.$502K372.67%
Grupo Aeroportuario del Pacifico, S.A.B. de C.V.$493K365.97%
CMS ENERGY CORPORATION$478K354.74%
CHARLES RIVER LABORATORIES INTERNATIONAL, INC.$470K349.08%
LITHIA MOTORS, INC.$436K323.29%

Net asset history

Report dateNet assets
2023-09-30$13.5M
2023-06-30$17.4M
2023-03-31$16.2M
2022-12-31$16.5M
2022-09-30$16.1M
2022-06-30$16.8M
2022-03-31$20.5M
2021-12-31$21.4M

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