CCA

Criterion Capital Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 13.22%
This Quarter Est. Return
1 Year Est. Return
+13.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$14.5M
3
+$6.58M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$5.8M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.39M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.02%
2 Healthcare 11.53%
3 Technology 10.97%
4 Industrials 4.81%
5 Communication Services 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16.2K 0.01%
+33
227
$15.9K 0.01%
+178
228
$15.6K 0.01%
+903
229
$15.3K 0.01%
+299
230
$15.2K 0.01%
+125
231
$15.1K 0.01%
+62
232
$14.8K 0.01%
+116
233
$14.7K 0.01%
+238
234
$14.7K 0.01%
+107
235
$14.4K 0.01%
+188
236
$13.8K 0.01%
+820
237
$13.5K 0.01%
+101
238
$13.5K 0.01%
+41
239
$12.9K 0.01%
+64
240
$12.9K 0.01%
+758
241
$12.9K 0.01%
+121
242
$12.8K 0.01%
+160
243
$12.8K 0.01%
+9
244
$12.6K 0.01%
+163
245
$12.6K 0.01%
+99
246
$12.2K 0.01%
+200
247
$12.2K 0.01%
+1,001
248
$12.2K 0.01%
+54
249
$12.2K 0.01%
+50
250
$12.1K 0.01%
+280
8 9
10
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