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Callan Capital Portfolio holdings

AUM $1.35B
1-Year Est. Return 8.35%
This Quarter Est. Return
1 Year Est. Return
+8.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$3.87M
2 +$2.86M
3 +$1.18M
4
INTC icon
Intel
INTC
+$844K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$634K

Sector Composition

1 Technology 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,513
52
-1,581
53
-7,819