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
351
$21K 0.01%
+402
352
$21K 0.01%
+272
353
$20K 0.01%
+371
354
$20K 0.01%
+122
355
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+214
356
$20K 0.01%
+54
357
$20K 0.01%
+134
358
$20K 0.01%
+398
359
$20K 0.01%
+340
360
$20K 0.01%
+235
361
$20K 0.01%
+98
362
$20K 0.01%
+700
363
$20K 0.01%
+774
364
$20K 0.01%
+425
365
$19K 0.01%
+86
366
$19K 0.01%
+430
367
$19K 0.01%
+148
368
$19K 0.01%
+16
369
$19K 0.01%
+192
370
$19K 0.01%
+625
371
$19K 0.01%
+82
372
$19K 0.01%
+464
373
$19K 0.01%
+327
374
$19K 0.01%
+74
375
$19K 0.01%
+319
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