CIA
Cape Investment Advisory Portfolio holdings
AUM
$325M
1-Year Est. Return
15.46%
This Fund
S&P 500
1 Year Est. Return
+15.46%
AUM
$102M
AUM Growth
-$172M
(-63%)
Holding
1,231
Top Buys
| 1 | +$831K | |
| 2 | +$334K | |
| 3 | +$262K | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$249K |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$172K |
Top Sells
| 1 | +$38.9M | |
| 2 | +$16.8M | |
| 3 | +$7.62M | |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$6.67M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$6.02M |
Sector Composition
| 1 | Technology | 16.85% |
| 2 | Consumer Discretionary | 9.92% |
| 3 | Communication Services | 9.9% |
| 4 | Financials | 9.41% |
| 5 | Healthcare | 7.8% |
