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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 $325,941,127
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxon Mobil Corp
 XOM 1,142,918 $114,268,963 35.05%
2.
Ishares Trust
 IEF 337,074 $35,089,403 10.76%
3.
Tidal Tr Ii
 773,667 $15,987,132 4.9%
4.
Alphabet Inc.
 GOOG 53,165 $7,492,543 2.29%
5.
Ishares Trust
 IEF 14,218 $6,790,943 2.08%
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)