CCA

Childress Capital Advisors Portfolio holdings

AUM $547M
1-Year Est. Return 22.58%
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$1.8M
3
+$1.26M
4
ET icon
Energy Transfer Partners
ET
+$1.24M
5
SHEL icon
Shell
SHEL
+$1.03M

Top Sells

1
+$5.37M
2
+$4.19M
3
+$2.44M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.43M
5
PWR icon
Quanta Services
PWR
+$1.98M

Sector Composition

1 Energy 22.97%
2 Technology 13.9%
3 Financials 6.32%
4 Healthcare 5.46%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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