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
$171M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$18.6M
3
+$13.7M
4
XOM icon
Exxon Mobil
XOM
+$11.3M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.61M

Top Sells

No sells this quarter

Sector Composition

1 Energy 16.48%
2 Financials 12.85%
3 Technology 7.94%
4 Healthcare 6.21%
5 Consumer Discretionary 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$36K 0.02%
+426
252
$36K 0.02%
+236
253
$36K 0.02%
+796
254
$36K 0.02%
+330
255
$35K 0.02%
+63
256
$35K 0.02%
+72
257
$35K 0.02%
+647
258
$35K 0.02%
+335
259
$35K 0.02%
+1,016
260
$35K 0.02%
+352
261
$34K 0.02%
+432
262
$34K 0.02%
+226
263
$34K 0.02%
+456
264
$33K 0.02%
+203
265
$33K 0.02%
+947
266
$33K 0.02%
+401
267
$33K 0.02%
+80
268
$33K 0.02%
+192
269
$33K 0.02%
+490
270
$33K 0.02%
+97
271
$32K 0.02%
+95
272
$32K 0.02%
+145
273
$32K 0.02%
+1,328
274
$32K 0.02%
+180
275
$32K 0.02%
+225
9 10
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