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Home > Institutional Investor > Capital Advisors, Ltd. Llc > Profile

Instuitional Investor - Capital Advisors, Ltd. Llc

Fund Profile
Filing Period:
Fund Name: Capital Advisors, Ltd. Llc
Portfolio Value $712,289
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 124,066 $58,970 8.27%
2.
Caesars Entertainment Inc.
 CZR 1,063,555 $49,859 6.99%
3.
Ishares Trust
 IEF 152,092 $46,110 6.47%
4.
Vanguard Specialized Funds
 166,574 $28,384 3.98%
5.
Ishares Trust
 IEF 128,816 $21,287 2.98%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)