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%
+46
877
$3K ﹤0.01%
+56
878
$3K ﹤0.01%
+62
879
$3K ﹤0.01%
+75
880
$3K ﹤0.01%
+44
881
$3K ﹤0.01%
+218
882
$3K ﹤0.01%
+35
883
$3K ﹤0.01%
+147
884
$3K ﹤0.01%
+453
885
$3K ﹤0.01%
+13
886
$3K ﹤0.01%
+105
887
$3K ﹤0.01%
+38
888
$3K ﹤0.01%
+155
889
$3K ﹤0.01%
+154
890
$3K ﹤0.01%
+33
891
$3K ﹤0.01%
+63
892
$3K ﹤0.01%
+30
893
$3K ﹤0.01%
+34
894
$3K ﹤0.01%
+28
895
$3K ﹤0.01%
+48
896
$3K ﹤0.01%
+662
897
$3K ﹤0.01%
+122
898
$3K ﹤0.01%
+82
899
$3K ﹤0.01%
+175
900
$3K ﹤0.01%
+272
34 35
36
37 38