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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 $365,055,421
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxon Mobil Corp
 XOM 1,079,990 $116,422,887 31.89%
2.
Ishares Trust
 IEF 140,579 $21,143,082 5.79%
3.
Tidal Tr Ii
 863,817 $17,646,652 4.83%
4.
Ishares Trust
 IEF 20,232 $12,562,049 3.44%
5.
Amazon Com Inc
 AMZN 38,284 $8,399,127 2.3%
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)