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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
$268M
AUM Growth
+$3.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.92M
2 +$416K
3 +$345K
4
VDE icon
Vanguard Energy ETF
VDE
+$306K
5
VFH icon
Vanguard Financials ETF
VFH
+$292K

Sector Composition

1 Financials 0.13%
2 Technology 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,776
52
-25,000