CAI

Capital Advisors Inc Portfolio holdings

AUM $6.21B
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.72B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1 +$59.1M
2 +$33.4M
3 +$32.4M
4
CCJ icon
Cameco
CCJ
+$18.6M
5
SQM icon
Sociedad Química y Minera de Chile
SQM
+$16.9M

Top Sells

1 +$53.5M
2 +$34M
3 +$23.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$16.8M
5
LEG icon
Leggett & Platt
LEG
+$15.4M

Sector Composition

1 Technology 14.65%
2 Consumer Staples 14.36%
3 Energy 9.55%
4 Healthcare 9.29%
5 Industrials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-6,879
277
-7,000
278
-167,909