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
$205M
AUM Growth
+$28.1M
(+16%)
Holding
1,233
Top Buys
| 1 | +$2.1M | |
| 2 | +$1.36M | |
| 3 | +$832K | |
| 4 |
Schwab International Dividend Equity ETF
SCHY
|
+$616K |
| 5 |
Innovator US Equity Power Buffer ETF October
POCT
|
+$613K |
Top Sells
| 1 | +$735K | |
| 2 | +$632K | |
| 3 | +$610K | |
| 4 |
Exxon Mobil
XOM
|
+$554K |
| 5 |
TSOC
Innovator Triple Stacker ETF - October
TSOC
|
+$482K |
Sector Composition
| 1 | Technology | 10.29% |
| 2 | Financials | 7.18% |
| 3 | Consumer Discretionary | 5.59% |
| 4 | Communication Services | 5.48% |
| 5 | Healthcare | 5.2% |