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CAL

Capital Advisors Ltd Portfolio holdings

AUM $880M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$885M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,584
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$7.16M
3
+$2.42M
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$967K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$902K

Top Sells

1
+$649K
2
+$617K
3
+$428K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$209K
5
VTV icon
Vanguard Value ETF
VTV
+$173K

Sector Composition

1 Technology 4.64%
2 Consumer Discretionary 4.56%
3 Financials 2.01%
4 Industrials 1.59%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$94K 0.01%
2,302
377
$94K 0.01%
961
-1
378
$92K 0.01%
552
379
$92K 0.01%
307
380
$92K 0.01%
531
381
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1,702
382
$91K 0.01%
213
383
$91K 0.01%
1,110
384
$90K 0.01%
804
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2,848
386
$90K 0.01%
2,130
387
$89K 0.01%
851
+1
388
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308
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389
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411
390
$87K 0.01%
873
391
$86K 0.01%
1,382
392
$86K 0.01%
960
393
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308
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395
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429
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397
$83K 0.01%
487
398
$83K 0.01%
240
399
$81K 0.01%
960
400
$81K 0.01%
251
+45
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16
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