Capital Performance Advisors LLP has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $325 Million distributed in 2899 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 $54.9M, Dimensional ETF Tr U S Target with a value of $44.7M, Dimensional ETF Tr Us Marketwi with a value of $22.2M, Dimensional ETF Tr with a value of $21.1M, and Apple Inc. with a value of $15.4M.
Examining the 13F form we can see an increase of $63.4M in the current position value, from $261M to 325M.
Below you can find more details about Capital Performance Advisors LLP portfolio as well as his latest detailed transactions.
Portfolio value
$325 Million
ETFs: $234 Million
Technology: $33.2 Million
Financial Services: $14.7 Million
Consumer Cyclical: $9.44 Million
Healthcare: $6.32 Million
Industrials: $6.23 Million
Communication Services: $5.59 Million
Consumer Defensive: $3.55 Million
Other: $6.82 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
