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
$401M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1 +$2.88M
2 +$1.65M
3 +$805K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$730K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$629K

Top Sells

1 +$2.41M
2 +$1.06M
3 +$964K
4
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$827K
5
HPQ icon
HP
HPQ
+$723K

Sector Composition

1 Technology 1.94%
2 Industrials 1.26%
3 Healthcare 0.8%
4 Financials 0.62%
5 Consumer Discretionary 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$7K ﹤0.01%
75
-859
402
$6K ﹤0.01%
174
403
$6K ﹤0.01%
483
404
$6K ﹤0.01%
54
405
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50
406
$6K ﹤0.01%
431
407
$6K ﹤0.01%
1,350
408
$6K ﹤0.01%
84
409
$6K ﹤0.01%
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410
$5K ﹤0.01%
17
411
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74
412
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229
-232
413
$5K ﹤0.01%
96
414
$5K ﹤0.01%
167
415
$5K ﹤0.01%
108
416
$5K ﹤0.01%
133
417
$5K ﹤0.01%
220
418
$4K ﹤0.01%
72
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$4K ﹤0.01%
68
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$4K ﹤0.01%
81
421
$4K ﹤0.01%
40
422
$4K ﹤0.01%
186
423
$4K ﹤0.01%
63
424
$4K ﹤0.01%
174
+2
425
$4K ﹤0.01%
800