CAL

Capital Advisors Ltd Portfolio holdings

AUM $885M
1-Year Est. Return 11.96%
This Quarter Est. Return
1 Year Est. Return
+11.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$370M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.27%
2 Healthcare 1.01%
3 Industrials 0.87%
4 Financials 0.56%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$74K 0.02%
934
252
$74K 0.02%
1,716
253
$73K 0.02%
1,903
254
$72K 0.02%
410
255
$72K 0.02%
1,443
+1
256
$71K 0.02%
1,401
257
$70K 0.02%
2,026
258
$70K 0.02%
1,792
259
$69K 0.02%
652
260
$69K 0.02%
3,550
261
$68K 0.02%
488
262
$67K 0.02%
900
263
$66K 0.02%
802
264
$66K 0.02%
1,365
265
$66K 0.02%
1,042
266
$65K 0.02%
618
267
$65K 0.02%
524
268
$64K 0.02%
1,965
269
$64K 0.02%
336
270
$63K 0.02%
358
271
$62K 0.02%
1,587
272
$62K 0.02%
3,965
+7
273
$62K 0.02%
867
274
$62K 0.02%
562
+59
275
$61K 0.02%
887