CAI
Capital Advisors Inc Portfolio holdings
AUM
$5.57B
This Quarter Return
+3.7%
1 Year Return
+19.67%
3 Year Return
+68%
5 Year Return
+122.04%
10 Year Return
+254.56%
AUM
$371M
AUM Growth
–
Cap. Flow
+$371M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.87%
Holding
113
New
113
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Aaon
AAON
|
$30.4M |
| 2 |
Capital One
COF
|
$12.2M |
| 3 |
Apple
AAPL
|
$11.9M |
| 4 |
GE Aerospace
GE
|
$10.9M |
| 5 |
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% |