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%
+188
827
$4K ﹤0.01%
+750
828
$4K ﹤0.01%
+43
829
$4K ﹤0.01%
+86
830
$4K ﹤0.01%
+39
831
$4K ﹤0.01%
+68
832
$4K ﹤0.01%
+58
833
$4K ﹤0.01%
+329
834
$4K ﹤0.01%
+80
835
$4K ﹤0.01%
+11
836
$4K ﹤0.01%
+43
837
$4K ﹤0.01%
+538
838
$4K ﹤0.01%
+137
839
$4K ﹤0.01%
+95
840
$4K ﹤0.01%
+30
841
$4K ﹤0.01%
+64
842
$4K ﹤0.01%
+300
843
$4K ﹤0.01%
+177
844
$4K ﹤0.01%
+202
845
$4K ﹤0.01%
+41
846
$4K ﹤0.01%
+461
847
$4K ﹤0.01%
+278
848
$4K ﹤0.01%
+355
849
$4K ﹤0.01%
+70
850
$4K ﹤0.01%
+108
32 33
34
35 36