CAPITAL INVESTMENT Overview

Capital Investment Services Of America Inc. is an investment advisor that manages 27.6 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 524MM in positions, representing 1901% of the manager's regulatory AUM.

CAPITAL INVESTMENT StockAlpha

-2.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CAPITAL INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VCSH 5.52% ETF -1.24% -0.1% 0 3%
FLOT 3.32% ETF 0.26% -0.01% 1 1%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

CAPITAL INVESTMENT Founders and Key Employees

Name Title In Position Since
Thomas J. Over Member June-2002
Scott B. Minnig Member June-2002

CAPITAL INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

CAPITAL INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
Security analysis methods may include charting, fundamental analysis, technical analysis, and cyclical analysis.

The main sources of information include financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.

Other sources of information that Capital Investment Services, LLC may use include Morningstar Principia mutual fund information, Morningstar Principia stock information, Charles Schwab & Company's "SchwabLink" service, Advisor Intelligence, and the World Wide Web.


Investment Strategies
The primary investment strategy used on client accounts is strategic asset allocation utilizing a core and satellite approach. This means that we use passively-ma...
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CAPITAL INVESTMENT Portfolio Concentration

CAPITAL INVESTMENT Location

3500 188TH ST SW
#322
LYNNWOOD, Washington
UNITED STATES, 98037

CAPITAL INVESTMENT Contact Information

Phone Number: 425-771-6055
Fax Number: 425-774-5371
Website:

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