CAL

Capital Advisors Ltd Portfolio holdings

AUM $811M
1-Year Est. Return 12.16%
This Quarter Est. Return
1 Year Est. Return
+12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.81%
2 Energy 0.75%
3 Consumer Staples 0.74%
4 Healthcare 0.73%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-2,024
402
$0 ﹤0.01%
1
403
$0 ﹤0.01%
7
404
$0 ﹤0.01%
+8
405
-125
406
0
407
0
408
-145
409
$0 ﹤0.01%
5