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
976
$2K ﹤0.01%
+66
977
$2K ﹤0.01%
+315
978
$2K ﹤0.01%
+86
979
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+59
980
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+34
981
$2K ﹤0.01%
+135
982
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+18
983
$2K ﹤0.01%
+1,133
984
$2K ﹤0.01%
+10
985
$2K ﹤0.01%
+180
986
$2K ﹤0.01%
+480
987
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+29
988
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+64
989
$2K ﹤0.01%
+79
990
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+64
991
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+71
992
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+28
993
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+124
994
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+109
995
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+59
996
$2K ﹤0.01%
+53
997
$2K ﹤0.01%
+113
998
$2K ﹤0.01%
+161
999
$2K ﹤0.01%
+36
1000
$2K ﹤0.01%
+9
38 39
40
41 42