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
$309M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.91%
2 Industrials 0.8%
3 Healthcare 0.71%
4 Consumer Staples 0.56%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$14K ﹤0.01%
75
302
$14K ﹤0.01%
801
303
$14K ﹤0.01%
320
304
$14K ﹤0.01%
140
305
$14K ﹤0.01%
285
306
$14K ﹤0.01%
176
307
$13K ﹤0.01%
217
-413
308
$13K ﹤0.01%
120
309
$12K ﹤0.01%
100
310
$12K ﹤0.01%
500
311
$12K ﹤0.01%
730
312
$12K ﹤0.01%
76
313
$12K ﹤0.01%
202
314
$12K ﹤0.01%
261
-74
315
$12K ﹤0.01%
259
316
$11K ﹤0.01%
195
317
$11K ﹤0.01%
220
318
$11K ﹤0.01%
150
319
$11K ﹤0.01%
177
320
$11K ﹤0.01%
424
321
$11K ﹤0.01%
97
322
$11K ﹤0.01%
395
323
$11K ﹤0.01%
164
324
$11K ﹤0.01%
213
325
$10K ﹤0.01%
294