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Home > Institutional Investor > Doliver Capital Advisors, Inc. > Profile

Instuitional Investor - Doliver Capital Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Doliver Capital Advisors, Inc.
Portfolio Value $355,888,240
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxon Mobil Corp
 XOM 1,087,239 $129,305,303 36.33%
2.
Ishares Trust
 IEF 172,362 $21,903,763 6.15%
3.
Tidal Tr Ii
 862,594 $17,467,522 4.91%
4.
Ishares Trust
 IEF 20,110 $11,299,809 3.18%
5.
Amazon Com Inc
 AMZN 39,261 $7,469,798 2.1%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)