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CAAS

Capital Asset Advisory Services Portfolio holdings

AUM $2.61B
1-Year Est. Return 15.59%
This Fund
S&P 500
This Quarter Est. Return
+7.29%
1 Year Est. Return
+15.59%
3 Year Est. Return
+42.91%
5 Year Est. Return
+44.83%
10 Year Est. Return
+171.93%
AUM
$1.25B
AUM Growth
+$484M
Cap. Flow
+$406M
Cap. Flow %
32.41%
Top 10 Hldgs %
53.61%
Holding
551
New
91
Increased
116
Reduced
149
Closed
186

Sector Composition

Rank Sector Weight
1 Technology 3.77%
2 Financials 2.72%
3 Healthcare 2.51%
4 Consumer Staples 1.78%
5 Industrials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VV icon
1
Vanguard Large-Cap ETF
VV
$51.9B
$176M 14.04%
1,001,889
+20,600
+2% +$3.61M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$138B
$132M 10.5%
+1,345,128
New +$130M
IDEV icon
3
iShares Core MSCI International Developed Markets ETF
IDEV
$31B
$102M 8.11%
1,801,933
-39,632
-2% -$2.13M
COWZ icon
4
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$47.7M 3.81%
1,026,364
+298,341
+41% +$13.9M
VTC icon
5
Vanguard Total Corporate Bond ETF
VTC
$1.72B
$46.5M 3.71%
+621,751
New +$45.8M
IAU icon
6
iShares Gold Trust
IAU
$63B
$45.8M 3.65%
1,312,385
-9,427
-0.7% -$310K
VO icon
7
Vanguard Mid-Cap ETF
VO
$106B
$39M 3.11%
760,156
+12,384
+2% +$631K
SPDW icon
8
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$28.7M 2.29%
962,606
+565,374
+142% +$16.2M
USHY icon
9
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.9B
$28.3M 2.25%
+811,564
New +$28M
BND icon
10
Vanguard Total Bond Market
BND
$157B
$26.8M 2.14%
+372,491
New +$26.7M
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$109B
$25.2M 2.01%
265,012
-1,962
-0.7% -$188K
VWO icon
12
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$25M 2%
637,386
+3,003
+0.5% +$114K
ITB icon
13
iShares US Home Construction ETF
ITB
$2.41B
$25M 2%
410,414
+124,029
+43% +$7.16M
REZ icon
14
iShares Residential and Multisector Real Estate ETF
REZ
$914M
$24.2M 1.93%
352,360
+118,585
+51% +$8.31M
USMV icon
15
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$20.3M 1.62%
281,233
-14,313
-5% -$1.02M
IJH icon
16
iShares Core S&P Mid-Cap ETF
IJH
$123B
$19.1M 1.53%
396,875
+140,330
+55% +$6.78M
MUB icon
17
iShares National Muni Bond ETF
MUB
$45.1B
$17.6M 1.41%
+167,415
New +$17.4M
AAPL icon
18
Apple
AAPL
$4.89T
$17M 1.36%
130,317
+9,335
+8% +$1.33M
VTIP icon
19
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$13.2M 1.05%
+281,851
New +$13.4M
HYMB icon
20
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.07B
$11.1M 0.88%
+451,456
New +$11M
MSFT icon
21
Microsoft
MSFT
$2.84T
$10.2M 0.81%
41,745
+2,367
+6% +$568K
FIXD icon
22
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.23B
$9.25M 0.74%
209,556
+126,989
+154% +$5.54M
LDSF icon
23
First Trust Low Duration Strategic Focus ETF
LDSF
$160M
$9.21M 0.73%
+496,897
New +$9.16M
TOTL icon
24
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.11B
$9.13M 0.73%
+227,199
New +$9.11M
BUFD icon
25
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.93B
$7.37M 0.59%
+371,027
New +$7.3M

Similar funds

Capital Asset Advisory Services's Q4 2022 Portfolio in Review

As of Q4 2022, Capital Asset Advisory Services held 551 positions worth $1.25B, up 63% from $769M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Capital Asset Advisory Services deployed $406M of net new capital in Q4 2022, opening 91 new positions and adding to 116 existing holdings. Its largest new stake was iShares Core US Aggregate Bond ETF: 1,345,128 shares worth $132M.

By sector, the portfolio is most concentrated in Technology at 3.8% of assets, down from 6.4% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was iShares Silver Trust, an estimated $4.17M trimmed.

  • Capital Asset Advisory Services's largest Q4 2022 buy was iShares Core US Aggregate Bond ETF: 1,345,128 shares worth $132M.
  • Capital Asset Advisory Services added most to State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022, an estimated $16.2M increase.
  • Capital Asset Advisory Services's biggest Q4 2022 reduction was iShares Silver Trust, cutting an estimated $4.17M.
  • Capital Asset Advisory Services fully exited Elbit Systems in Q4 2022, selling an estimated $549K.
  • Capital Asset Advisory Services's ten largest holdings make up 54% of its $1.25B portfolio in Q4 2022.
  • Capital Asset Advisory Services opened 91 new positions and closed 186 in Q4 2022.
  • Capital Asset Advisory Services's portfolio value rose 63% quarter-over-quarter to $1.25B.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.