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
476
$13K 0.01%
+1,070
477
$13K 0.01%
+65
478
$13K 0.01%
+163
479
$13K 0.01%
+53
480
$13K 0.01%
+602
481
$13K 0.01%
+284
482
$13K 0.01%
+99
483
$12K 0.01%
+171
484
$12K 0.01%
+104
485
$12K 0.01%
+976
486
$12K 0.01%
+928
487
$12K 0.01%
+241
488
$12K 0.01%
+302
489
$12K 0.01%
+423
490
$12K 0.01%
+323
491
$12K 0.01%
+450
492
$12K 0.01%
+119
493
$12K 0.01%
+302
494
$12K 0.01%
+142
495
$12K 0.01%
+207
496
$12K 0.01%
+286
497
$12K 0.01%
+37
498
$12K 0.01%
+85
499
$12K 0.01%
+270
500
$12K 0.01%
+60