Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
24
0
0
1
1
0
12
1
0
CAPITAL ADVANTAGE INC

Time Period2019-03-31

Total Holdings77

Total Value ($x1000)281,602
Activities
New11

Increased28

Unchanged8

Decreased30

Sold Out6

Top 10 Stock Holdingstotal 70.25%
MINT16

ICSH13.71

IEFA8.45

MGV5.55

XLP4.78

 
VPL4.69

VOE4.65

SLY4.58

VXUS3.99

SCHD3.85

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MINT
16%
ENHAN SHRT MAT
ICSH
13.71%
LIQUID INC ETF
IEFA
8.45%
CORE MSCI EAFE
MGV
5.55%
MEGA CAP VAL ETF
XLP
4.78%
SBI CONS STPLS
VPL
4.69%
MEGA CAP GRO ETF
VOE
4.65%
MCAP VL IDXVIP
SLY
4.58%
S&P 600 SML CAP
VXUS
3.99%
VG TL INTL STK F
SCHD
3.85%
US DIVIDEND EQ
VHT
3.56%
HEALTH CAR ETF
MGC
2.88%
MEGA CAP INDEX
DLS
2.64%
INTL SMCAP DIV
AAPL
1.57%
COM
MDY
1.43%
UTSER1 S&PDCRP
SCHM
1%
US MID-CAP ETF
VBR
1%
SM CP VAL ETF
IWM
0.88%
RUSSELL 2000 ETF
IVV
0.78%
CORE S&P500 ETF
BRK.B
0.73%
CL B NEW
CVX
0.71%
COM
WDAY
0.69%
CL A
IPAC
0.58%
CORE MSCI PAC
MSFT
0.54%
COM
VCSH
0.51%
SHRT TRM CORP BD
SCHX
0.5%
US LRG CAP ETF
NOC
0.49%
COM
XOM
0.49%
COM
T
0.42%
COM
AMZN
0.4%
COM
BSJJ
0.39%
GUG BUL 2019 HY
INTC
0.37%
COM
XLNX
0.37%
COM
VB
0.37%
SMALL CP ETF
MRK
0.36%
COM
JNJ
0.35%
COM
SCHA
0.26%
US SML CAP ETF
ADP
0.25%
COM
PFE
0.25%
COM
UTX
0.25%
COM
OKTA
0.24%
CL A
EXTR
0.22%
COM
ALV
0.22%
COM
VZ
0.21%
COM
PEP
0.19%
COM
UPS
0.18%
CL B
VOO
0.18%
SHS
CSCO
0.16%
COM
PG
0.16%
COM
VIG
0.14%
DIV APP ETF
MCD
0.14%
COM
AMGN
0.14%
COM
BK
0.14%
COM
MMM
0.14%
COM
SCHF
0.14%
INTL EQTY ETF
CVGW
0.13%
COM
TOT
0.13%
SPONSORED ADR
MCK
0.13%
COM
BAC
0.13%
COM
FLRN
0.12%
INV GRD FLT RT
IBM
0.12%
COM
VTI
0.12%
TOTAL STK MKT
HD
0.11%
COM
SCHW
0.11%
COM
ETN
0.11%
SHS
WBA
0.11%
COM
FB
0.1%
CL A
BA
0.09%
COM
BMRC
0.09%
COM
IWD
0.08%
RUS 1000 VAL ETF
CRM
0.08%
COM
DIS
0.08%
COM DISNEY
COP
0.08%
COM
PSX
0.07%
COM
GE
0.07%
COM
FFWM
0.05%
COM
ATRS
0.04%
COM
GOOGL
0.13%
CAP STK CL A
VFH
0.13%
FINANCIALS ETF
GOOG
0.1%
CAP STK CL C
ABT
0.09%
COM
JPM
0.08%
COM
SWN
0.02%
COM