CAL

Capital Advisors Ltd Portfolio holdings

AUM $887M
1-Year Est. Return 13.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
-$73.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.68%
2 Industrials 1.28%
3 Financials 0.98%
4 Healthcare 0.94%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$8K ﹤0.01%
+203
377
$8K ﹤0.01%
166
378
$8K ﹤0.01%
+263
379
$8K ﹤0.01%
765
380
$8K ﹤0.01%
243
381
$8K ﹤0.01%
98
382
$8K ﹤0.01%
816
383
$8K ﹤0.01%
250
384
$7K ﹤0.01%
+87
385
$7K ﹤0.01%
620
+20
386
$7K ﹤0.01%
+62
387
$7K ﹤0.01%
198
388
$7K ﹤0.01%
116
+1
389
$7K ﹤0.01%
202
390
$7K ﹤0.01%
50
391
$7K ﹤0.01%
84
392
$7K ﹤0.01%
+431
393
$7K ﹤0.01%
48
394
$7K ﹤0.01%
136
+60
395
$7K ﹤0.01%
108
396
$7K ﹤0.01%
285
397
$7K ﹤0.01%
+189
398
$6K ﹤0.01%
70
399
$6K ﹤0.01%
+316
400
$6K ﹤0.01%
+123