Capital Performance Advisors LLP Portfolio Holdings
Capital Performance Advisors LLP
- $261 Million
- Q2 2024
Capital Performance Advisors LLP has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $261 Million distributed in 93 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $52.1M, Dimensional ETF Tr U S Target with a value of $42.2M, Dimensional ETF Tr Us Marketwi with a value of $20.6M, Dimensional ETF Tr with a value of $20.4M, and Apple Inc. with a value of $13.4M.
Examining the 13F form we can see an increase of $1.82M in the current position value, from $259M to 261M.
Below you can find more details about Capital Performance Advisors LLP portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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