Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Cape Investment Advisory, Inc. > Profile

Instuitional Investor - Cape Investment Advisory, Inc.

Fund Profile
Filing Period:
Fund Name: Cape Investment Advisory, Inc.
Portfolio Value $251,051,601
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,559,190 $33,569,351 13.37%
2.
Schwab Strategic Trust
 FNDF 601,199 $15,979,866 6.37%
3.
Schwab Strategic Trust
 FNDF 262,358 $6,569,443 2.62%
4.
Blackrock Etf Trust Ii
 120,513 $6,312,445 2.51%
5.
Schwab Strategic Trust
 FNDF 209,831 $5,497,581 2.19%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)