CCA

Childress Capital Advisors Portfolio holdings

AUM $623M
1-Year Est. Return 23.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.18%
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 +$72M
2 +$20.6M
3 +$13M
4
XOM icon
Exxon Mobil
XOM
+$10.3M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$8.18M

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
701
$6K ﹤0.01%
+156
702
$6K ﹤0.01%
+238
703
$6K ﹤0.01%
+45
704
$6K ﹤0.01%
+40
705
$6K ﹤0.01%
+120
706
$6K ﹤0.01%
+26
707
$6K ﹤0.01%
+17
708
$6K ﹤0.01%
+49
709
$6K ﹤0.01%
+459
710
$6K ﹤0.01%
+132
711
$6K ﹤0.01%
+481
712
$6K ﹤0.01%
+72
713
$6K ﹤0.01%
+119
714
$6K ﹤0.01%
+86
715
$6K ﹤0.01%
+368
716
$6K ﹤0.01%
+54
717
$6K ﹤0.01%
+65
718
$6K ﹤0.01%
+217
719
$6K ﹤0.01%
+152
720
$6K ﹤0.01%
+29
721
$6K ﹤0.01%
+25
722
$6K ﹤0.01%
+84
723
$6K ﹤0.01%
+203
724
$6K ﹤0.01%
+253
725
$6K ﹤0.01%
+131