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
526
$11K 0.01%
+82
527
$11K 0.01%
+78
528
$11K 0.01%
+134
529
$11K 0.01%
+391
530
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+128
531
$11K 0.01%
+17
532
$11K 0.01%
+90
533
$11K 0.01%
+155
534
$11K 0.01%
+43
535
$11K 0.01%
+196
536
$11K 0.01%
+121
537
$11K 0.01%
+605
538
$10K 0.01%
+76
539
$10K 0.01%
+72
540
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+183
541
$10K 0.01%
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542
$10K 0.01%
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543
$10K 0.01%
+89
544
$10K 0.01%
+28
545
$10K 0.01%
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546
$10K 0.01%
+84
547
$10K 0.01%
+102
548
$10K 0.01%
+214
549
$10K 0.01%
+280
550
$10K 0.01%
+333
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