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
751
$5K ﹤0.01%
+61
752
$5K ﹤0.01%
+173
753
$5K ﹤0.01%
+116
754
$5K ﹤0.01%
+168
755
$5K ﹤0.01%
+718
756
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+131
757
$5K ﹤0.01%
+65
758
$5K ﹤0.01%
+143
759
$5K ﹤0.01%
+145
760
$5K ﹤0.01%
+128
761
$5K ﹤0.01%
+102
762
$5K ﹤0.01%
+60
763
$5K ﹤0.01%
+63
764
$5K ﹤0.01%
+93
765
$5K ﹤0.01%
+43
766
$5K ﹤0.01%
+46
767
$5K ﹤0.01%
+316
768
$5K ﹤0.01%
+237
769
$5K ﹤0.01%
+130
770
$5K ﹤0.01%
+150
771
$5K ﹤0.01%
+127
772
$5K ﹤0.01%
+27
773
$5K ﹤0.01%
+34
774
$5K ﹤0.01%
+95
775
$5K ﹤0.01%
+13
29 30
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