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
176
$32.4K 0.02%
+676
177
$32.3K 0.02%
+416
178
$32.3K 0.02%
+958
179
$32.2K 0.02%
+40
180
$32K 0.02%
+558
181
$32K 0.02%
+2,200
182
$31.9K 0.02%
+206
183
$31.8K 0.02%
+1,379
184
$30.1K 0.02%
+63
185
$29.6K 0.02%
+502
186
$28.7K 0.02%
+712
187
$28.6K 0.02%
+608
188
$27.7K 0.02%
+560
189
$27.5K 0.02%
+681
190
$27.1K 0.02%
+262
191
$27.1K 0.02%
+266
192
$26.7K 0.02%
+330
193
$26.3K 0.02%
+397
194
$25.7K 0.02%
+140
195
$25K 0.02%
+664
196
$24.7K 0.02%
+142
197
$24.5K 0.02%
+396
198
$24.1K 0.02%
+250
199
$24.1K 0.02%
+224
200
$23.8K 0.02%
+58