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
251
$12.1K 0.01%
+400
252
$11.9K 0.01%
+100
253
$11.8K 0.01%
+102
254
$11.7K 0.01%
+71
255
$11.3K 0.01%
+19
256
$11.1K 0.01%
+198
257
$11.1K 0.01%
+42
258
$11K 0.01%
+200
259
$10.9K 0.01%
+201
260
$10.8K 0.01%
+24
261
$10.8K 0.01%
+260
262
$10.8K 0.01%
+89
263
$10.8K 0.01%
+80
264
$10.5K 0.01%
+218
265
$10.1K 0.01%
+200
266
$9.52K 0.01%
+300
267
$9.14K 0.01%
+102
268
$9.09K 0.01%
+90
269
$8.95K 0.01%
+48
270
$8.91K 0.01%
+95
271
$8.72K 0.01%
+27
272
$8.63K 0.01%
+101
273
$8.56K 0.01%
+26
274
$8.51K 0.01%
+400
275
$8.27K 0.01%
+173
9 10
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