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
$272M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.88%
2 Healthcare 0.8%
3 Industrials 0.78%
4 Consumer Staples 0.75%
5 Energy 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$10K ﹤0.01%
424
327
$10K ﹤0.01%
176
328
$10K ﹤0.01%
+82
329
$10K ﹤0.01%
213
330
$10K ﹤0.01%
200
331
$9K ﹤0.01%
278
332
$9K ﹤0.01%
670
333
$9K ﹤0.01%
106
334
$9K ﹤0.01%
456
335
$9K ﹤0.01%
83
336
$8K ﹤0.01%
84
337
$8K ﹤0.01%
77
338
$8K ﹤0.01%
38
339
$8K ﹤0.01%
150
340
$8K ﹤0.01%
158
341
$8K ﹤0.01%
76
342
$8K ﹤0.01%
178
343
$8K ﹤0.01%
367
344
$8K ﹤0.01%
68
345
$8K ﹤0.01%
140
-150
346
$7K ﹤0.01%
260
347
$7K ﹤0.01%
66
348
$7K ﹤0.01%
300
349
$7K ﹤0.01%
194
350
$7K ﹤0.01%
72