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
$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
401
$5K ﹤0.01%
96
-4
402
$5K ﹤0.01%
205
403
$5K ﹤0.01%
800
404
$5K ﹤0.01%
55
405
$5K ﹤0.01%
200
406
$4K ﹤0.01%
17
407
$4K ﹤0.01%
63
408
$4K ﹤0.01%
125
409
$4K ﹤0.01%
251
410
$4K ﹤0.01%
202
411
$3K ﹤0.01%
275
412
$3K ﹤0.01%
35
413
$3K ﹤0.01%
25
414
$3K ﹤0.01%
77
415
$3K ﹤0.01%
+350
416
$3K ﹤0.01%
116
417
$2K ﹤0.01%
30
418
$2K ﹤0.01%
109
419
$2K ﹤0.01%
76
420
$2K ﹤0.01%
+76
421
$2K ﹤0.01%
67
422
$2K ﹤0.01%
2,116
423
$1K ﹤0.01%
25
424
$1K ﹤0.01%
9
425
$1K ﹤0.01%
13