List of top 200 securities held by CAPITAL PERFORMANCE ADVISORS LLP:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
What is insider trading>>
Quarter: 2024Q4
Report Date Time: 2025-01-31 08:09:17
Total Holdings: 162
Assets Under Management (AUM) :
$310,871,200 ($310.87M)
Reporting Manager: BARRY OLIVER
Address:
165 Lennon Lane
Suite 200
Walnut Creek, CA 94598
Since : total money flow = , gains and losses =
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