Capital Advantage, Inc.
CIK Number: 0001628896
521.94M
Market Value
49
# of Holdings
12 months
Avg. Holding Period
72.00%
Win Rate
7.46%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Scotts... | 81.35 | -0.36% | 1.29M | +60.22% | 108.39M | 81.26 | 20.77% | |
| 2 | Schwab Strategi... | 34.14 | -0.34% | 1.43M | +6.09% | 53.31M | 31.99 | 10.21% | |
| 3 | Vanguard Whiteh... | 83.06 | -0.59% | 404.49K | -2.55% | 35.71M | 69.46 | 6.84% | |
| 4 | Vanguard Whiteh... | 70.28 | -0.04% | 410.24K | -0.87% | 30.12M | 64.51 | 5.77% | |
| 5 | Vanguard World ... | 260.55 | -0.06% | 90.93K | -1.08% | 25.66M | 182.33 | 4.92% |
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