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
951
$2K ﹤0.01%
+303
952
– –
0
953
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+27
954
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+57
955
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+182
956
$2K ﹤0.01%
+44
957
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+30
958
$2K ﹤0.01%
+27
959
$2K ﹤0.01%
+116
960
$2K ﹤0.01%
+27
961
$2K ﹤0.01%
+205
962
$2K ﹤0.01%
+154
963
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964
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+25
965
$2K ﹤0.01%
+4
966
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+4
967
$2K ﹤0.01%
+410
968
$2K ﹤0.01%
+39
969
$2K ﹤0.01%
+20
970
$2K ﹤0.01%
+159
971
$2K ﹤0.01%
+40
972
$2K ﹤0.01%
+34
973
$2K ﹤0.01%
+64
974
$2K ﹤0.01%
+60
975
$2K ﹤0.01%
+23
37 38
39
40 41