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%
+30
952
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+27
953
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+116
954
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955
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956
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957
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+4
958
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+4
959
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+410
960
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+39
961
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962
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964
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965
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+282
966
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+302
967
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968
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969
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+210
970
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+4
971
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+84
972
$2K ﹤0.01%
+54
973
$2K ﹤0.01%
+107
974
$2K ﹤0.01%
+161
975
$2K ﹤0.01%
+27