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%
+294
627
$8K ﹤0.01%
+383
628
$8K ﹤0.01%
+102
629
$8K ﹤0.01%
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630
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631
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632
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633
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634
$7K ﹤0.01%
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635
$7K ﹤0.01%
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636
$7K ﹤0.01%
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637
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638
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641
$7K ﹤0.01%
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642
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+1,438
644
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+227
645
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+51
646
$7K ﹤0.01%
+322
647
$7K ﹤0.01%
+199
648
$7K ﹤0.01%
+157
649
$7K ﹤0.01%
+131
650
$7K ﹤0.01%
+311