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
$401M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1 +$2.88M
2 +$1.65M
3 +$805K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$730K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$629K

Top Sells

1 +$2.41M
2 +$1.06M
3 +$964K
4
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$827K
5
HPQ icon
HP
HPQ
+$723K

Sector Composition

1 Technology 1.94%
2 Industrials 1.26%
3 Healthcare 0.8%
4 Financials 0.62%
5 Consumer Discretionary 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$15K ﹤0.01%
195
352
$15K ﹤0.01%
251
353
$15K ﹤0.01%
1,500
354
$15K ﹤0.01%
730
355
$15K ﹤0.01%
506
356
$15K ﹤0.01%
+282
357
$15K ﹤0.01%
590
358
$14K ﹤0.01%
1,623
359
$14K ﹤0.01%
64
360
$14K ﹤0.01%
500
361
$14K ﹤0.01%
1,500
362
$14K ﹤0.01%
652
363
$13K ﹤0.01%
370
364
$13K ﹤0.01%
1,030
365
$13K ﹤0.01%
72
366
$13K ﹤0.01%
369
367
$13K ﹤0.01%
524
368
$13K ﹤0.01%
137
369
$13K ﹤0.01%
424
370
$13K ﹤0.01%
590
371
$12K ﹤0.01%
668
372
$12K ﹤0.01%
71
373
$12K ﹤0.01%
196
374
$12K ﹤0.01%
207
375
$12K ﹤0.01%
98