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
1026
$1K ﹤0.01%
+12
1027
$1K ﹤0.01%
+12
1028
$1K ﹤0.01%
+25
1029
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+50
1030
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+218
1031
$1K ﹤0.01%
+33
1032
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+18
1033
$1K ﹤0.01%
+35
1034
$1K ﹤0.01%
+114
1035
$1K ﹤0.01%
+146
1036
$1K ﹤0.01%
+95
1037
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+55
1038
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+30
1039
$1K ﹤0.01%
+22
1040
$1K ﹤0.01%
+4
1041
$1K ﹤0.01%
+115
1042
$1K ﹤0.01%
+286
1043
$1K ﹤0.01%
+44
1044
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+45
1045
$1K ﹤0.01%
+243
1046
$1K ﹤0.01%
+52
1047
$1K ﹤0.01%
+38
1048
$1K ﹤0.01%
+15
1049
$1K ﹤0.01%
+5
1050
$1K ﹤0.01%
+95