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
826
$4K ﹤0.01%
+538
827
$4K ﹤0.01%
+137
828
$4K ﹤0.01%
+95
829
$4K ﹤0.01%
+30
830
$4K ﹤0.01%
+64
831
$4K ﹤0.01%
+55
832
$4K ﹤0.01%
+21
833
$4K ﹤0.01%
+127
834
$4K ﹤0.01%
+12
835
$4K ﹤0.01%
+33
836
$4K ﹤0.01%
+27
837
$4K ﹤0.01%
+128
838
$4K ﹤0.01%
+1
839
$4K ﹤0.01%
+70
840
$4K ﹤0.01%
+355
841
$4K ﹤0.01%
+70
842
$4K ﹤0.01%
+108
843
$4K ﹤0.01%
+251
844
$4K ﹤0.01%
+101
845
$4K ﹤0.01%
+22
846
$4K ﹤0.01%
+61
847
$4K ﹤0.01%
+55
848
$4K ﹤0.01%
+24
849
$4K ﹤0.01%
+25
850
$4K ﹤0.01%
+80