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
$540M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$9.58M
2 +$9.19M
3 +$7.99M
4
LH icon
Labcorp
LH
+$7.42M
5
ALTR
Altera Corp
ALTR
+$6.25M

Top Sells

1 +$9.55M
2 +$9.09M
3 +$7.08M
4
VIVO
Meridian Bioscience Inc
VIVO
+$3.81M
5
GNRC icon
Generac Holdings
GNRC
+$3.73M

Sector Composition

1 Financials 16.83%
2 Industrials 15.24%
3 Energy 11.97%
4 Healthcare 11.03%
5 Real Estate 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,229