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
$335M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.07M
3
+$3.25M
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$2.56M
5
XOM icon
Exxon Mobil
XOM
+$1.39M

Top Sells

1
+$4.85M
2
+$924K
3
+$770K
4
PWR icon
Quanta Services
PWR
+$731K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$567K

Sector Composition

1 Energy 23.33%
2 Technology 11.33%
3 Financials 5.94%
4 Healthcare 5.21%
5 Consumer Discretionary 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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