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CAL

Capital Advisors Ltd Portfolio holdings

AUM $880M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$885M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,584
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$7.16M
3
+$2.42M
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$967K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$902K

Top Sells

1
+$649K
2
+$617K
3
+$428K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$209K
5
VTV icon
Vanguard Value ETF
VTV
+$173K

Sector Composition

1 Technology 4.64%
2 Consumer Discretionary 4.56%
3 Financials 2.01%
4 Industrials 1.59%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$211K 0.02%
2,304
277
$205K 0.02%
3,631
278
$205K 0.02%
1,148
279
$205K 0.02%
3,281
-95
280
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+59
281
$203K 0.02%
2,913
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282
$202K 0.02%
425
283
$202K 0.02%
266
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284
$202K 0.02%
4,426
285
$201K 0.02%
1,371
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286
$198K 0.02%
205
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287
$198K 0.02%
916
288
$198K 0.02%
2,047
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289
$195K 0.02%
3,600
290
$193K 0.02%
781
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291
$193K 0.02%
648
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292
$179K 0.02%
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294
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295
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2,286
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296
$175K 0.02%
1,850
297
$173K 0.02%
7,462
+3,599
298
$172K 0.02%
2,305
299
$170K 0.02%
5,621
-1,966
300
$170K 0.02%
6,838
-155
10 11
12
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