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
851
$4K ﹤0.01%
+166
852
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+112
853
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+15
854
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855
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856
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857
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+35
858
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+46
859
$4K ﹤0.01%
+144
860
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+64
861
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+195
862
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863
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864
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865
$3K ﹤0.01%
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866
$3K ﹤0.01%
+201
867
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+87
868
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+89
869
$3K ﹤0.01%
+30
870
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+13
871
$3K ﹤0.01%
+15
872
$3K ﹤0.01%
+46
873
$3K ﹤0.01%
+25
874
$3K ﹤0.01%
+246
875
$3K ﹤0.01%
+66