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
326
$24K 0.01%
+1,672
327
$23K 0.01%
+230
328
$23K 0.01%
+390
329
$23K 0.01%
+546
330
$23K 0.01%
+113
331
$23K 0.01%
+103
332
$23K 0.01%
+253
333
$23K 0.01%
+1,827
334
$23K 0.01%
+561
335
$23K 0.01%
+383
336
$23K 0.01%
+253
337
$23K 0.01%
+336
338
$23K 0.01%
+90
339
$23K 0.01%
+626
340
$22K 0.01%
+118
341
$22K 0.01%
+755
342
$22K 0.01%
+101
343
$22K 0.01%
+764
344
$22K 0.01%
+375
345
$21K 0.01%
+575
346
$21K 0.01%
+136
347
$21K 0.01%
+557
348
$21K 0.01%
+215
349
$21K 0.01%
+244
350
$21K 0.01%
+347
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