CAI
Capital Advisors Inc Portfolio holdings
AUM
$6.21B
1-Year Est. Return
19.95%
This Fund
S&P 500
1 Year Est. Return
+19.95%
AUM
$1.71B
AUM Growth
+$73.7M
(+4.5%)
Holding
207
Top Buys
| 1 | +$22.5M | |
| 2 | +$13.2M | |
| 3 | +$11.6M | |
| 4 |
Park Hotels & Resorts
PK
|
+$11.4M |
| 5 |
State Street SPDR Dow Jones REIT ETF
RWR
|
+$10.9M |
Top Sells
| 1 | +$23.5M | |
| 2 | +$14.8M | |
| 3 | +$11.1M | |
| 4 |
Walt Disney
DIS
|
+$10.6M |
| 5 |
AT&T
T
|
+$10.5M |
Sector Composition
| 1 | Energy | 12.95% |
| 2 | Financials | 9.8% |
| 3 | Industrials | 8.36% |
| 4 | Technology | 7.4% |
| 5 | Healthcare | 6.84% |