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
626
$8K ﹤0.01%
+128
627
$8K ﹤0.01%
+200
628
$8K ﹤0.01%
+208
629
$8K ﹤0.01%
+250
630
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631
$8K ﹤0.01%
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632
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633
$8K ﹤0.01%
+294
634
$7K ﹤0.01%
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635
$7K ﹤0.01%
+85
636
$7K ﹤0.01%
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637
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638
$7K ﹤0.01%
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639
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640
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641
$7K ﹤0.01%
+44
642
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$7K ﹤0.01%
+574
644
$7K ﹤0.01%
+69
645
$7K ﹤0.01%
+294
646
$7K ﹤0.01%
+218
647
$7K ﹤0.01%
+1,375
648
$7K ﹤0.01%
+113
649
$7K ﹤0.01%
+161
650
$7K ﹤0.01%
+490