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
$192M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Sector Composition

1 Real Estate 0.99%
2 Healthcare 0.97%
3 Energy 0.97%
4 Consumer Staples 0.96%
5 Industrials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$0 ﹤0.01%
48
352
$0 ﹤0.01%
7
353
-1,794
354
-54,295
355
$0 ﹤0.01%
2
356
$0 ﹤0.01%
5
357
-1,000
358
-58,610