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
$236M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$1.78M
3
+$1.55M
4
SPUS icon
SP Funds S&P 500 Sharia ETF
SPUS
+$1.21M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$1.02M

Top Sells

1
+$2.05M
2
+$1.67M
3
+$1.28M
4
XOM icon
Exxon Mobil
XOM
+$1.19M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$713K

Sector Composition

1 Energy 31.73%
2 Technology 7.5%
3 Financials 3.78%
4 Healthcare 1.98%
5 Industrials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
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