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
776
$5K ﹤0.01%
+151
777
$5K ﹤0.01%
+108
778
$5K ﹤0.01%
+124
779
$5K ﹤0.01%
+44
780
$5K ﹤0.01%
+65
781
$5K ﹤0.01%
+143
782
$5K ﹤0.01%
+128
783
$5K ﹤0.01%
+377
784
$5K ﹤0.01%
+61
785
$5K ﹤0.01%
+31
786
$5K ﹤0.01%
+230
787
$5K ﹤0.01%
+43
788
$5K ﹤0.01%
+138
789
$5K ﹤0.01%
+121
790
$5K ﹤0.01%
+65
791
$5K ﹤0.01%
+120
792
$5K ﹤0.01%
+13
793
$5K ﹤0.01%
+309
794
$5K ﹤0.01%
+334
795
$4K ﹤0.01%
+44
796
$4K ﹤0.01%
+41
797
$4K ﹤0.01%
+304
798
$4K ﹤0.01%
+38
799
$4K ﹤0.01%
+93
800
$4K ﹤0.01%
+38
30 31
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