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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
$287M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$2.65M
2 +$1.48M
3 +$1.1M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.05M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$793K

Sector Composition

1 Technology 0.19%
2 Financials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-26,455
52
-12,373
53
-18,079