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
$213M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Sector Composition

1 Real Estate 0.99%
2 Consumer Staples 0.95%
3 Energy 0.93%
4 Healthcare 0.89%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-626
352
$0 ﹤0.01%
6
353
-1,084
354
$0 ﹤0.01%
15
355
$0 ﹤0.01%
1
356
$0 ﹤0.01%
7
357
-630
358
$0 ﹤0.01%
7
359
-102
360
-2,035
361
$0 ﹤0.01%
5
362
-16