CAL
Capital Advisors Ltd Portfolio holdings
AUM
$811M
This Quarter Return
+2.04%
1 Year Return
+12.16%
3 Year Return
+48.52%
5 Year Return
+80.47%
10 Year Return
+144.22%
AUM
$227M
AUM Growth
+$227M
(+6.8%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
4.78%
Top 10 Holdings %
Top 10 Hldgs %
50.5%
Holding
380
New
24
Increased
83
Reduced
21
Closed
9
Top Buys
Top Sells
Sector Composition
| 1 | Real Estate | 0.95% |
| 2 | Consumer Staples | 0.87% |
| 3 | Healthcare | 0.83% |
| 4 | Energy | 0.82% |
| 5 | Industrials | 0.74% |