CCA
Criterion Capital Advisors Portfolio holdings
AUM
$159M
This Quarter Return
+9.1%
1 Year Return
+13.22%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
–
Cap. Flow
+$138M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.78%
Holding
360
New
358
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional International Core Equity 2 ETF
DFIC
|
$16.3M |
| 2 |
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
|
$14.5M |
| 3 |
Apple
AAPL
|
$6.58M |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
$5.8M |
| 5 |
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% |
