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
201
$23.5K 0.02%
+601
202
$23.4K 0.02%
+210
203
$23.1K 0.02%
+50
204
$22.1K 0.02%
+550
205
$21.5K 0.02%
+280
206
$21.2K 0.02%
+540
207
$21K 0.02%
+164
208
$20.8K 0.02%
+372
209
$20.5K 0.01%
+40
210
$20K 0.01%
+623
211
$19.5K 0.01%
+267
212
$18.9K 0.01%
+44
213
$18.4K 0.01%
+270
214
$18.2K 0.01%
+24
215
$18.1K 0.01%
+220
216
$18.1K 0.01%
+66
217
$18.1K 0.01%
+88
218
$17.5K 0.01%
+45
219
$17.3K 0.01%
+500
220
$16.9K 0.01%
+1,000
221
$16.9K 0.01%
+240
222
$16.8K 0.01%
+160
223
$16.6K 0.01%
+257
224
$16.3K 0.01%
+105
225
$16.3K 0.01%
+3,575