CAL
Capital Advisors Ltd Portfolio holdings
AUM
$811M
1-Year Return
12.16%
This Quarter Return
+3.2%
1 Year Return
+12.16%
3 Year Return
+48.52%
5 Year Return
+80.47%
10 Year Return
+144.22%
AUM
$213M
AUM Growth
+$11.9M
(+5.9%)
Cap. Flow
+$5.7M
Cap. Flow
% of AUM
2.68%
Top 10 Holdings %
Top 10 Hldgs %
50.89%
Holding
362
New
15
Increased
73
Reduced
44
Closed
8
Top Buys
Top Sells
| 1 |
iShares S&P 100 ETF
OEF
|
$134K |
| 2 |
Vanguard Growth ETF
VUG
|
$99.6K |
| 3 |
FCE.A
Forest City Realty Trust, Inc.
FCE.A
|
$98.7K |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$85.9K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$84.5K |
Sector Composition
| 1 | Real Estate | 0.99% |
| 2 | Consumer Staples | 0.95% |
| 3 | Energy | 0.93% |
| 4 | Healthcare | 0.89% |
| 5 | Industrials | 0.74% |
