CAL

Capital Advisors Ltd Portfolio holdings

AUM $811M
1-Year Est. Return 12.16%
This Quarter Est. Return
1 Year Est. Return
+12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Sector Composition

1 Energy 2.31%
2 Healthcare 1.04%
3 Consumer Staples 0.94%
4 Technology 0.77%
5 Real Estate 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$0 ﹤0.01%
1
327
0
328
$0 ﹤0.01%
132
329
$0 ﹤0.01%
8
330
$0 ﹤0.01%
6
331
$0 ﹤0.01%
2
332
-10,513
333
$0 ﹤0.01%
5
334
-926
335
-474