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
25
3
1
1
0
0
17
1
1
CAPITAL ASSET ADVISORY SERVICES LLC

Time Period2019-03-31

Total Holdings75

Total Value ($x1000)77,270
Activities
New8

Increased11

Unchanged13

Decreased43

Sold Out31

Top 10 Stock Holdingstotal 64.44%
VNQ36.57

FVD4.76

CSJ4.66

FLOT4.3

IWF3.05

 
MINT2.69

VBR2.67

IGHG2.37

DVY1.73

CVX1.64

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VNQ
36.57%
REIT ETF
FVD
4.76%
SHS
CSJ
4.66%
1-3 YR CR BD ETF
FLOT
4.3%
FLTG RATE BD ETF
IWF
3.05%
RUS 1000 GRW ETF
MINT
2.69%
ENHAN SHRT MAT
VBR
2.67%
SM CP VAL ETF
IGHG
2.37%
INVT INT RT HG
DVY
1.73%
SELECT DIVID ETF
CVX
1.64%
COM
SDY
1.64%
S&P DIVID ETF
MA
1.29%
CL A
VCSH
1.26%
SHRT TRM CORP BD
BA
1.15%
COM
PFE
1.12%
COM
HYHG
1.09%
HGH YLD INT RATE
ISRG
1.03%
COM NEW
EW
0.88%
COM
DWDP
0.84%
COM
XMLV
0.81%
S&P MIDCP LOW
UTX
0.79%
COM
AAPL
0.79%
COM
IWD
0.79%
RUS 1000 VAL ETF
AVGO
0.73%
COM
PEP
0.69%
COM
IWM
0.66%
RUSSELL 2000 ETF
SBUX
0.6%
COM
MMC
0.58%
COM
CSCO
0.58%
COM
ACN
0.58%
SHS CLASS A
GOOG
0.58%
CAP STK CL C
FBT
0.56%
NY ARCA BIOTECH
FDN
0.55%
DJ INTERNT IDX
AMGN
0.54%
COM
DIS
0.54%
COM DISNEY
TWLO
0.54%
CL A
LMT
0.53%
COM
CMCSA
0.49%
CL A
RTN
0.48%
COM NEW
ABT
0.48%
COM
T
0.48%
COM
CLX
0.48%
COM
UNH
0.47%
COM
VZ
0.45%
COM
XSLV
0.45%
S&P SMLCP LOW
USB
0.41%
COM NEW
PKI
0.41%
COM
JNJ
0.4%
COM
EFAV
0.4%
EAFE MIN VOL ETF
GILD
0.4%
COM
IWB
0.39%
RUS 1000 ETF
LMBS
0.38%
FST LOW MTG ETF
HON
0.38%
COM
AMZN
0.38%
COM
CMA
0.37%
COM
WFC
0.35%
COM
ADP
0.35%
COM
IBM
0.35%
COM
INTC
0.34%
COM
MSFT
0.34%
COM
VTI
0.33%
TOTAL STK MKT
CSX
0.33%
COM
XOM
0.33%
COM
JPM
0.32%
COM
CMI
0.32%
COM
AMT
0.3%
COM
WDTI
0.29%
FUTRE STRAT FD
ORCL
0.29%
COM
FPX
0.28%
SHS
NDSN
0.27%
COM
MRK
0.27%
COM
ALB
0.26%
COM
BRK.B
0.26%
CL B NEW
BDX
0.26%
COM
COP
0.26%
COM
RSP
2.06%
S&P500 EQL WGT
SPHQ
1.77%
S&P500 QUALITY
PYPL
1.45%
COM
GOOGL
1.21%
CAP STK CL A
C
1.01%
COM NEW
QUAL
0.96%
MSCI USA QLT FAC
FOXA
0.82%
CL A
SNY
0.73%
SPONSORED ADR
FV
0.64%
DORSEY WRT 5 ETF
BMY
0.54%
COM
RDS/B
0.48%
SPON ADR B
FCAU
0.48%
SHS
EBS
0.47%
COM
LYB
0.44%
SHS - A -
GM
0.44%
COM
ITA
0.41%
U.S. AER&DEF ETF
DAL
0.38%
COM NEW
XLE
0.37%
SBI INT-ENERGY
QCOM
0.36%
COM
SHPG
0.35%
SPONSORED ADR
UVE
0.35%
COM
DFS
0.32%
COM
FB
0.31%
CL A
EBAY
0.3%
COM
BABA
0.29%
SPONSORED ADS
ENB
0.29%
COM
HBNC
0.25%
COM
QABA
0.25%
UT COM SHS ETF
GLD
0.21%
GOLD SHS
DOV
0.2%
COM
PUTW
< 0.01%
PUT