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 Dow Down0.42% Nasdaq Down0.05%

Capital Advisors Growth (CIAOX)

25.63 Down 0.01(0.04%) Jul 28

Holdings as of Jun 29, 2014Get Holdings for:
Overall Portfolio Composition (%) 
Cash:3.95
Stocks:96.05
Bonds:0.00
Other:0.00
Top 10 Holdings (37.78% of Total Assets) 
CompanySymbol% AssetsYTD Return %
Brookfield Asset Management Inc Class ABAM.TO5.6214.91
Apple Inc.AAPL4.2417.82
Wells Fargo & Company Common StWFC4.0717.56
Unilever PLC ADRUL.L3.8112.58
Coca-Cola Company (The) Common KO3.643.85
AT&T Inc.T3.543.53
General Electric Company CommonGE3.38-4.25
Capital One Financial CorporatiCOF3.209.15
Eaton Corp PLCETN.IR3.182.92
Gilead Sciences, Inc.GILD3.1013.57
Get Quotes for Top 10 Holdings
Equity Holdings 
AveragesCIAOXCategory Avg
Price/Earnings18.5821.87
Price/Book2.563.63
Price/Sales1.702.51
Price/Cashflow8.979.65
Median Market Cap83.68K71.24K
3 Year Earnings Growth7.41%15.73%
Sector Weightings (%)  
Sector CIAOXCategory Avg
Basic Materials0.003.53
Consumer Cyclical
 
10.5017.29
Financial Services
 
12.5810.34
Realestate
 
5.850.89
Consumer Defensive
 
15.197.14
Healthcare
 
18.8416.02
Utilities
 
3.080.44
Communication Services
 
3.682.79
Energy
 
4.996.20
Industrials
 
14.1312.33
Technology
 
11.1523.03
Bond Ratings (%)  
SectorCIAOXCategory Avg
US GOVERNMENTN/AN/A
AAAN/A39.93
AAN/A25.00
AN/A0.47
BBBN/A6.09
BBN/A1.39
BN/A26.53
BELOW BN/A0.10
OTHERN/A0.50
Bond Holdings 
AveragesCIAOXCategory Avg
MaturityN/A4.58
DurationN/A3.23
Credit QualityN/ABelowB