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
876
$3K ﹤0.01%
+105
877
$3K ﹤0.01%
+38
878
$3K ﹤0.01%
+155
879
$3K ﹤0.01%
+154
880
$3K ﹤0.01%
+33
881
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+63
882
$3K ﹤0.01%
+30
883
$3K ﹤0.01%
+34
884
$3K ﹤0.01%
+28
885
$3K ﹤0.01%
+48
886
$3K ﹤0.01%
+662
887
$3K ﹤0.01%
+122
888
$3K ﹤0.01%
+82
889
$3K ﹤0.01%
+175
890
$3K ﹤0.01%
+31
891
$3K ﹤0.01%
+555
892
$3K ﹤0.01%
+65
893
$3K ﹤0.01%
+272
894
$3K ﹤0.01%
+35
895
$3K ﹤0.01%
+15
896
$3K ﹤0.01%
+13
897
$3K ﹤0.01%
+45
898
$3K ﹤0.01%
+170
899
$3K ﹤0.01%
+115
900
$3K ﹤0.01%
+48
34 35
36
37 38