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
376
$9K ﹤0.01%
106
377
$9K ﹤0.01%
150
378
$9K ﹤0.01%
123
379
$9K ﹤0.01%
108
380
$8K ﹤0.01%
102
381
$8K ﹤0.01%
38
382
$8K ﹤0.01%
60
383
$8K ﹤0.01%
316
-720
384
$7K ﹤0.01%
500
385
$7K ﹤0.01%
+365
386
$7K ﹤0.01%
58
387
$7K ﹤0.01%
43
388
$7K ﹤0.01%
792
389
$7K ﹤0.01%
243
390
$7K ﹤0.01%
58
391
$6K ﹤0.01%
68
392
$6K ﹤0.01%
165
393
$6K ﹤0.01%
112
+1
394
$6K ﹤0.01%
54
395
$6K ﹤0.01%
34
396
$6K ﹤0.01%
60
397
$6K ﹤0.01%
580
398
$6K ﹤0.01%
160
399
$6K ﹤0.01%
300
400
$5K ﹤0.01%
144
+8