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CAI

Capital Advisors Inc Portfolio holdings

AUM $6.22B
1-Year Est. Return 22.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.98B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$63M
2
+$40.3M
3
+$39.7M
4
AAPL icon
Apple
AAPL
+$31.2M
5
OWL icon
Blue Owl Capital
OWL
+$19.9M

Top Sells

1
+$60.6M
2
+$40.6M
3
+$28.6M
4
ACN icon
Accenture
ACN
+$26.6M
5
DOW icon
Dow Inc
DOW
+$26.3M

Sector Composition

1 Technology 21.93%
2 Financials 9.72%
3 Energy 8.42%
4 Consumer Staples 8.3%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$309K 0.01%
+4,613
252
$309K 0.01%
10,375
253
$307K 0.01%
1,442
+8
254
$306K 0.01%
34,507
255
$306K 0.01%
4,375
+145
256
$302K 0.01%
+3,219
257
$302K 0.01%
3,326
-7
258
$299K 0.01%
6,363
259
$296K ﹤0.01%
+7,329
260
$295K ﹤0.01%
7,530
+441
261
$294K ﹤0.01%
5,872
-1,386
262
$290K ﹤0.01%
+6,779
263
$290K ﹤0.01%
4,210
+110
264
$287K ﹤0.01%
411
+101
265
$286K ﹤0.01%
419
-3
266
$280K ﹤0.01%
2,503
-92
267
$279K ﹤0.01%
+1,184
268
$278K ﹤0.01%
+1,944
269
$278K ﹤0.01%
2,502
+244
270
$277K ﹤0.01%
3,274
-20
271
$274K ﹤0.01%
2,458
272
$273K ﹤0.01%
1,051
-4
273
$272K ﹤0.01%
14,000
274
$270K ﹤0.01%
6,386
275
$269K ﹤0.01%
1,890
-170
9 10
11
12 13