Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > California Capital Advisors, Inc. > Profile

Instuitional Investor - California Capital Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: California Capital Advisors, Inc.
Portfolio Value $229,343,772
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 35,967 $21,079,492 9.19%
2.
Vanguard Specialized Funds
 101,726 $19,921,003 8.68%
3.
Ishares Trust
 IEF 301,363 $17,560,399 7.65%
4.
Vanguard World Fund
 75,158 $15,886,899 6.92%
5.
Amazon Com Inc
 AMZN 69,842 $15,322,637 6.68%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)