CCA
Criterion Capital Advisors Portfolio holdings
AUM
$159M
This Quarter Return
+1.61%
1 Year Return
+13.22%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(+5.9%)
Cap. Flow
+$7.29M
Cap. Flow
% of AUM
4.59%
Top 10 Holdings %
Top 10 Hldgs %
49.07%
Holding
360
New
15
Increased
59
Reduced
51
Closed
12
Top Buys
Top Sells
| 1 |
NextEra Energy, Inc.
NEE
|
$181K |
| 2 |
Pinnacle Financial Partners
PNFP
|
$172K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$136K |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$80.6K |
| 5 |
Business First Bancshares
BFST
|
$65.3K |
Sector Composition
| 1 | Financials | 12.78% |
| 2 | Healthcare | 11.43% |
| 3 | Technology | 10.97% |
| 4 | Communication Services | 4.56% |
| 5 | Industrials | 4.46% |
