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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
276
$266K ﹤0.01%
4,682
+42
277
$263K ﹤0.01%
464
+8
278
$262K ﹤0.01%
1,337
+4
279
$260K ﹤0.01%
2,027
+83
280
$260K ﹤0.01%
2,408
-642
281
$260K ﹤0.01%
+15,005
282
$258K ﹤0.01%
7,844
283
$255K ﹤0.01%
+1,693
284
$255K ﹤0.01%
1,066
-1,942
285
$253K ﹤0.01%
2,825
-82
286
$250K ﹤0.01%
+303
287
$250K ﹤0.01%
25,510
-124
288
$249K ﹤0.01%
1,584
+52
289
$247K ﹤0.01%
+1,999
290
$246K ﹤0.01%
5,105
291
$245K ﹤0.01%
1,715
-10
292
$245K ﹤0.01%
1,281
+10
293
$244K ﹤0.01%
+7,275
294
$243K ﹤0.01%
8,714
+403
295
$243K ﹤0.01%
11,001
296
$243K ﹤0.01%
2,998
+200
297
$241K ﹤0.01%
+4,413
298
$239K ﹤0.01%
247
-93
299
$239K ﹤0.01%
1,550
300
$239K ﹤0.01%
3,531
-4
10 11
12
13 14