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
$319M
AUM Growth
-$73.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$1.08M
3 +$1.02M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.02M
5
IYT icon
iShares US Transportation ETF
IYT
+$966K

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
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$8K ﹤0.01%
816
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$8K ﹤0.01%
250
384
$7K ﹤0.01%
285
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$7K ﹤0.01%
108
386
$7K ﹤0.01%
+87
387
$7K ﹤0.01%
+189
388
$7K ﹤0.01%
620
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+1
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+431
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48
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$7K ﹤0.01%
136
+60
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$6K ﹤0.01%
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$6K ﹤0.01%
38
400
$6K ﹤0.01%
+199