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
651
$7K ﹤0.01%
+208
652
$7K ﹤0.01%
+19
653
$7K ﹤0.01%
+155
654
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655
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+42
656
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+548
657
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+71
658
$7K ﹤0.01%
+629
659
$7K ﹤0.01%
+672
660
$7K ﹤0.01%
+34
661
$7K ﹤0.01%
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662
$7K ﹤0.01%
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663
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664
$7K ﹤0.01%
+428
665
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666
$7K ﹤0.01%
+44
667
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+26
668
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+574
669
$7K ﹤0.01%
+69
670
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+94
671
$7K ﹤0.01%
+57
672
$7K ﹤0.01%
+294
673
$7K ﹤0.01%
+218
674
$7K ﹤0.01%
+1,375
675
$7K ﹤0.01%
+113