CAI
Capital Advisors Inc Portfolio holdings
AUM
$5.57B
This Quarter Return
-0.15%
1 Year Return
+19.67%
3 Year Return
+68%
5 Year Return
+122.04%
10 Year Return
+254.56%
AUM
$2.02B
AUM Growth
+$2.02B
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
41.03%
Holding
178
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
BP
BP
|
$580K |
Sector Composition
| 1 | Consumer Staples | 13.7% |
| 2 | Industrials | 12.52% |
| 3 | Energy | 9.6% |
| 4 | Financials | 8.53% |
| 5 | Technology | 7.75% |