CAL
Capital Advisors Ltd Portfolio holdings
AUM
$811M
This Quarter Return
-1.61%
1 Year Return
+12.16%
3 Year Return
+48.52%
5 Year Return
+80.47%
10 Year Return
+144.22%
AUM
$176M
AUM Growth
+$176M
(-1.4%)
Cap. Flow
+$1.05M
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
51.41%
Holding
337
New
5
Increased
55
Reduced
51
Closed
13
Top Buys
Top Sells
Sector Composition
| 1 | Energy | 2.31% |
| 2 | Healthcare | 1.04% |
| 3 | Consumer Staples | 0.94% |
| 4 | Technology | 0.77% |
| 5 | Real Estate | 0.72% |