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
$260M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.81%
2 Energy 0.75%
3 Consumer Staples 0.74%
4 Healthcare 0.73%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$11K ﹤0.01%
177
302
$11K ﹤0.01%
259
303
$10K ﹤0.01%
120
304
$10K ﹤0.01%
800
305
$10K ﹤0.01%
424
306
$10K ﹤0.01%
97
307
$10K ﹤0.01%
+596
308
$10K ﹤0.01%
200
309
$9K ﹤0.01%
83
310
$9K ﹤0.01%
+257
311
$9K ﹤0.01%
106
312
$9K ﹤0.01%
+227
313
$9K ﹤0.01%
670
314
$9K ﹤0.01%
278
315
$9K ﹤0.01%
1,000
316
$9K ﹤0.01%
213
317
$8K ﹤0.01%
178
-9
318
$8K ﹤0.01%
76
319
$8K ﹤0.01%
158
320
$8K ﹤0.01%
150
321
$8K ﹤0.01%
194
322
$8K ﹤0.01%
84
323
$7K ﹤0.01%
73
324
$7K ﹤0.01%
367
325
$7K ﹤0.01%
68