Long-term investor
Capital Asset Advisory Services LLC @capitalassetadvisoryserv
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001666024).
Record
- Tracked since 2025-06-30 (441 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days +2.1% · 6 months n/a · 1 year +15.0% · all +15.0%
- Max drawdown n/a · win rate 30% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VV · 12.7% · long · since 2025-06-30
- AGG · 5.9% · long · since 2025-06-30
- IDEV · 4.1% · long · since 2025-06-30
- SPDW · 3.9% · long · since 2025-06-30
- VO · 3.0% · long · since 2025-06-30
- PBUS · 2.8% · long · since 2025-06-30
- GSY · 2.7% · long · since 2025-06-30
- IJH · 2.7% · long · since 2025-06-30
- COWZ · 2.2% · long · since 2025-06-30
- TFLO · 2.2% · long · since 2025-06-30
- PAVE · 2.2% · long · since 2025-06-30
- CIBR · 2.2% · long · since 2025-06-30