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
1001
$2K ﹤0.01%
+300
1002
$2K ﹤0.01%
+93
1003
$2K ﹤0.01%
+5
1004
$2K ﹤0.01%
+9
1005
$2K ﹤0.01%
+29
1006
$2K ﹤0.01%
+58
1007
$2K ﹤0.01%
+282
1008
$2K ﹤0.01%
+302
1009
$2K ﹤0.01%
+256
1010
$2K ﹤0.01%
+87
1011
$2K ﹤0.01%
+210
1012
$2K ﹤0.01%
+4
1013
$2K ﹤0.01%
+84
1014
$2K ﹤0.01%
+54
1015
$2K ﹤0.01%
+107
1016
$2K ﹤0.01%
+161
1017
$1K ﹤0.01%
+60
1018
$1K ﹤0.01%
+152
1019
$1K ﹤0.01%
+71
1020
$1K ﹤0.01%
+79
1021
$1K ﹤0.01%
+86
1022
$1K ﹤0.01%
+29
1023
$1K ﹤0.01%
+15
1024
$1K ﹤0.01%
+23
1025
$1K ﹤0.01%
+5
39 40
41
42 43