Capital Planning Advisors, LLC
CIK Number: 0001631941
662.34M
Market Value
135
# of Holdings
18 months
Avg. Holding Period
76.60%
Win Rate
15.61%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | World Gold Tr | 53.41 | +0.72% | 705.91K | +12.61% | 36.80M | 40.26 | 5.56% | |
| 2 | Invesco Exchang... | 67.37 | +1.26% | 492.71K | -2.30% | 33.14M | 45.12 | 5.00% | |
| 3 | Invesco Exchang... | 101.11 | +1.61% | 305.68K | +0.77% | 31.36M | 74.51 | 4.73% | |
| 4 | Ishares Tr | 22.41 | +0.72% | 1.25M | -24.04% | 29.38M | 22.98 | 4.44% | |
| 5 | Ishares Tr | 404.83 | +2.41% | 67.16K | -1.08% | 25.21M | 172.97 | 3.81% |
Trade Smarter, Not Harder
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