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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 $240,818,816
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 117,694 $20,388,132 8.47%
2.
Vanguard Specialized Funds - DIV APP ETF
 103,648 $20,106,676 8.35%
3.
Spdr Gold Trust
 GLD 63,309 $18,241,856 7.57%
4.
Ishares Trust
 IEF 258,086 $15,714,837 6.53%
5.
Microsoft Corp
 MSFT 35,140 $13,191,247 5.48%
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)