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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
$306M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$1.57M
3 +$989K
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$443K
5
VFH icon
Vanguard Financials ETF
VFH
+$296K

Sector Composition

1 Technology 0.19%
2 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$376K 0.12%
1,320
52
$206K 0.07%
+794
53
-11,585
54
-1,500