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
$227M
AUM Growth
-$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$843K
3
+$680K
4
PICK icon
iShares MSCI Global Metals & Mining Producers ETF
PICK
+$410K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$85.9K

Top Sells

1
+$6.3M
2
+$4.94M
3
+$3.88M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.81M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.58M

Sector Composition

1 Energy 33.65%
2 Technology 7.37%
3 Financials 3.66%
4 Healthcare 2.42%
5 Communication Services 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
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