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
376
$19K 0.01%
+763
377
$19K 0.01%
+147
378
$18K 0.01%
+234
379
$18K 0.01%
+193
380
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+173
381
$18K 0.01%
+234
382
$18K 0.01%
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383
$18K 0.01%
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384
$18K 0.01%
+313
385
$18K 0.01%
+138
386
$18K 0.01%
+699
387
$18K 0.01%
+953
388
$18K 0.01%
+2,000
389
$18K 0.01%
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390
$17K 0.01%
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391
$17K 0.01%
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392
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393
$17K 0.01%
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394
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395
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396
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397
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398
$17K 0.01%
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399
$17K 0.01%
+306
400
$17K 0.01%
+110