CAI

Capital Advisors Inc Portfolio holdings

AUM $5.98B
1-Year Est. Return 19.8%
This Quarter Est. Return
1 Year Est. Return
+19.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$30.4M
2 +$12.2M
3 +$11.9M
4
GE icon
GE Aerospace
GE
+$10.9M
5
NOV icon
NOV
NOV
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 18.51%
2 Energy 15.73%
3 Healthcare 14.07%
4 Technology 13.91%
5 Financials 11.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$51.7K 0.01%
+11,000
102
$1.14K ﹤0.01%
+43,850