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
$370M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.27%
2 Healthcare 1.01%
3 Industrials 0.87%
4 Financials 0.56%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$14K ﹤0.01%
75
352
$14K ﹤0.01%
321
353
$14K ﹤0.01%
801
354
$14K ﹤0.01%
730
355
$14K ﹤0.01%
282
356
$13K ﹤0.01%
271
357
$13K ﹤0.01%
2,727
358
$13K ﹤0.01%
395
359
$13K ﹤0.01%
233
360
$12K ﹤0.01%
294
361
$12K ﹤0.01%
100
362
$12K ﹤0.01%
+19
363
$11K ﹤0.01%
424
364
$11K ﹤0.01%
40
365
$11K ﹤0.01%
167
366
$11K ﹤0.01%
235
367
$11K ﹤0.01%
750
368
$10K ﹤0.01%
60
369
$10K ﹤0.01%
72
370
$10K ﹤0.01%
198
-220
371
$10K ﹤0.01%
202
372
$10K ﹤0.01%
200
373
$10K ﹤0.01%
194
374
$9K ﹤0.01%
120
375
$9K ﹤0.01%
369