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
$344M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.65M
3
+$1.26M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.24M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.01M

Top Sells

1
+$8.73M
2
+$8.73M
3
+$2.37M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.94M
5
XOM icon
Exxon Mobil
XOM
+$1.71M

Sector Composition

1 Energy 22.51%
2 Technology 12.04%
3 Financials 6.55%
4 Healthcare 5.03%
5 Communication Services 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$249K 0.07%
2,476
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177
$248K 0.07%
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178
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179
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190
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195
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198
$212K 0.06%
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199
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11,370
200
$209K 0.06%
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5 6 7
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