CIA

Cape Investment Advisory Portfolio holdings

AUM $274M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1 +$993K
2 +$661K
3 +$568K
4
AMAT icon
Applied Materials
AMAT
+$504K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$485K

Top Sells

1 +$1.03M
2 +$595K
3 +$583K
4
COR icon
Cencora
COR
+$557K
5
CHKP icon
Check Point Software Technologies
CHKP
+$524K

Sector Composition

1 Technology 9.93%
2 Financials 5.07%
3 Consumer Discretionary 4.81%
4 Communication Services 4.74%
5 Healthcare 3.23%