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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 $359,853,786
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxon Mobil Corp
 XOM 1,155,606 $124,308,497 34.54%
2.
Ishares Trust
 IEF 184,986 $25,777,799 7.16%
3.
Tidal Tr Ii
 885,042 $18,037,150 5.01%
4.
Ishares Trust
 IEF 19,806 $11,659,396 3.24%
5.
Amazon Com Inc
 AMZN 36,988 $8,114,797 2.25%
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)