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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 $204,501,648
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 505,276 $28,128,703 13.75%
2.
Schwab Strategic Trust
 FNDF 200,292 $14,040,449 6.86%
3.
Schwab Strategic Trust
 FNDF 76,502 $6,346,562 3.1%
4.
Apple Inc.
 AAPL 28,298 $5,448,117 2.66%
5.
Microsoft Corp
 MSFT 14,191 $5,336,494 2.6%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)