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 (434 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days +2.1% · 6 months +8.7% · 1 year +15.0% · all +15.0%
- Max drawdown 0.0% · Sharpe 2.02 · win rate 30% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908637 · 12.7% · long · since 2025-06-30
- 464287226 · 5.9% · long · since 2025-06-30
- 46435G326 · 4.1% · long · since 2025-06-30
- 78463X889 · 3.9% · long · since 2025-06-30
- 922908629 · 3.0% · long · since 2025-06-30
- 46138E461 · 2.8% · long · since 2025-06-30
- 46090A887 · 2.7% · long · since 2025-06-30
- 464287507 · 2.7% · long · since 2025-06-30
- 69374H881 · 2.2% · long · since 2025-06-30
- 46434V860 · 2.2% · long · since 2025-06-30
- 37954Y673 · 2.2% · long · since 2025-06-30
- 33734X846 · 2.2% · long · since 2025-06-30
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