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
326
$10K ﹤0.01%
82
327
$9K ﹤0.01%
83
328
$9K ﹤0.01%
106
329
$9K ﹤0.01%
800
330
$9K ﹤0.01%
200
331
$9K ﹤0.01%
278
332
$8K ﹤0.01%
73
333
$8K ﹤0.01%
34
334
$8K ﹤0.01%
72
335
$8K ﹤0.01%
140
336
$8K ﹤0.01%
38
337
$8K ﹤0.01%
194
338
$8K ﹤0.01%
108
339
$7K ﹤0.01%
136
340
$7K ﹤0.01%
102
341
$7K ﹤0.01%
68
342
$7K ﹤0.01%
100
343
$7K ﹤0.01%
109
+1
344
$7K ﹤0.01%
243
345
$7K ﹤0.01%
123
346
$7K ﹤0.01%
201
+1
347
$7K ﹤0.01%
160
348
$7K ﹤0.01%
300
349
$6K ﹤0.01%
45
350
$6K ﹤0.01%
456