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
$151M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 1.48%
2 Technology 1.1%
3 Real Estate 0.73%
4 Industrials 0.71%
5 Healthcare 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$0 ﹤0.01%
+2
302
$0 ﹤0.01%
+15
303
$0 ﹤0.01%
+1
304
$0 ﹤0.01%
+6
305
$0 ﹤0.01%
+2
306
0
307
0
308
$0 ﹤0.01%
+33