Capital Advantage
Latest statistics and disclosures from Capital Advantage's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IGHG, VCIT, ICSH, VIGI, VHT, and represent 44.70% of Capital Advantage's stock portfolio.
- Added to shares of these 10 stocks: VCIT (+$22M), VYMI, FNDF, NET, XLP, IJR, MGC, VIGI, MSFT, SCHM.
- Started 3 new stock positions in NET, HPNN, CYDY.
- Reduced shares in these 10 stocks: FLOT (-$9.7M), IGHG (-$9.7M), ICSH, FLTR, AMZN, MRK, XOM, VOE, SCHD, SCHX.
- Capital Advantage was a net seller of stock by $-701k.
- Capital Advantage has $480M in assets under management (AUM), dropping by 2.01%.
- Central Index Key (CIK): 0001628896
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Portfolio Holdings for Capital Advantage
Capital Advantage holds 43 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Past Filings by Capital Advantage
SEC 13F filings are viewable for Capital Advantage going back to 2015
- Capital Advantage 2023 Q2 filed Aug. 7, 2023
- Capital Advantage 2023 Q1 filed May 5, 2023
- Capital Advantage 2022 Q4 filed Jan. 24, 2023
- Capital Advantage 2022 Q3 filed Oct. 31, 2022
- Capital Advantage 2022 Q2 filed July 21, 2022
- Capital Advantage 2022 Q1 filed May 10, 2022
- Capital Advantage 2021 Q4 filed Jan. 21, 2022
- Capital Advantage 2021 Q3 filed Oct. 7, 2021
- Capital Advantage 2021 Q2 filed Aug. 16, 2021
- Capital Advantage 2021 Q1 filed April 26, 2021
- Capital Advantage 2020 Q4 filed Feb. 17, 2021
- Capital Advantage 2020 Q3 filed Nov. 12, 2020
- Capital Advantage 2020 Q2 filed Aug. 13, 2020
- Capital Advantage 2020 Q1 filed May 8, 2020
- Capital Advantage 2019 Q4 filed Feb. 14, 2020
- Capital Advantage 2019 Q3 filed Nov. 12, 2019