Portfolio (Quarterly)
Guide ↗
CAPITAL ADVISORS INC/OK
· CIK 0000860828| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | FNDA | SCHWAB STRATEGIC TR | — | 6,427 | $200K | 0.00% | SOLD |
| 22 | LZ | LEGALZOOM COM INC | Industrials | 18,750 | $195K | 0.00% | SOLD |
| 23 | JD | JD.COM INC | Consumer Cyclical | 20,000 | $150K | 0.00% | SOLD |
| 24 | TDOC | TELADOC HEALTH INC | Healthcare | 80,000 | $47K | 0.00% | SOLD |
| 25 | — | DIREXION SHS ETF TR | — | 300,000 | $46K | 0.00% | SOLD |
| 26 | ETHA | ISHARES ETHEREUM TR | Financial Services | 16,000 | $20K | — | SOLD |
| 27 | ENPH | ENPHASE ENERGY INC | Energy | 20,000 | $14K | — | SOLD |
Sector Allocation
Technology
26.9%
Financial Services
12.4%
Energy
10.4%
Consumer Defensive
9.5%
Industrials
8.4%
Healthcare
8.2%
Consumer Cyclical
7.8%
Communication Services
6.4%
Utilities
4.0%
Basic Materials
3.6%