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
926
$3K ﹤0.01%
+32
927
$3K ﹤0.01%
+74
928
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+227
929
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+52
930
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+26
931
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+1
932
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+59
933
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+50
934
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+105
935
$3K ﹤0.01%
+25
936
$3K ﹤0.01%
+188
937
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938
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+116
939
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+87
940
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+154
941
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+213
942
$3K ﹤0.01%
+144
943
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+139
944
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+23
945
$3K ﹤0.01%
+22
946
$2K ﹤0.01%
+536
947
$2K ﹤0.01%
+105
948
$2K ﹤0.01%
+13
949
0
950
$2K ﹤0.01%
+137