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
726
$6K ﹤0.01%
+156
727
$6K ﹤0.01%
+238
728
$6K ﹤0.01%
+45
729
$6K ﹤0.01%
+40
730
$5K ﹤0.01%
+203
731
$5K ﹤0.01%
+107
732
$5K ﹤0.01%
+82
733
$5K ﹤0.01%
+24
734
$5K ﹤0.01%
+16
735
$5K ﹤0.01%
+45
736
$5K ﹤0.01%
+158
737
$5K ﹤0.01%
+143
738
$5K ﹤0.01%
+61
739
$5K ﹤0.01%
+14
740
$5K ﹤0.01%
+11
741
$5K ﹤0.01%
+17
742
$5K ﹤0.01%
+236
743
$5K ﹤0.01%
+255
744
$5K ﹤0.01%
+131
745
$5K ﹤0.01%
+65
746
$5K ﹤0.01%
+143
747
$5K ﹤0.01%
+145
748
$5K ﹤0.01%
+128
749
$5K ﹤0.01%
+81
750
$5K ﹤0.01%
+180