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%
+87
777
$5K ﹤0.01%
+27
778
$5K ﹤0.01%
+230
779
$5K ﹤0.01%
+29
780
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+61
781
$5K ﹤0.01%
+173
782
$5K ﹤0.01%
+116
783
$5K ﹤0.01%
+168
784
$5K ﹤0.01%
+718
785
$5K ﹤0.01%
+31
786
$5K ﹤0.01%
+230
787
$5K ﹤0.01%
+43
788
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+138
789
$5K ﹤0.01%
+121
790
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791
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+120
792
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+13
793
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794
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+334
795
$4K ﹤0.01%
+300
796
$4K ﹤0.01%
+177
797
$4K ﹤0.01%
+202
798
$4K ﹤0.01%
+41
799
$4K ﹤0.01%
+461
800
$4K ﹤0.01%
+278