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
$545M
AUM Growth
+$92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 11.08%
2 Technology 1.63%
3 Industrials 1.08%
4 Healthcare 0.66%
5 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$11K ﹤0.01%
+375
402
$11K ﹤0.01%
+739
403
$11K ﹤0.01%
+29
404
$11K ﹤0.01%
48
405
$11K ﹤0.01%
108
406
$10K ﹤0.01%
189
407
$10K ﹤0.01%
263
408
$10K ﹤0.01%
1,000
-500
409
$10K ﹤0.01%
+3
410
$10K ﹤0.01%
275
411
$10K ﹤0.01%
285
412
$9K ﹤0.01%
203
413
$9K ﹤0.01%
74
414
$9K ﹤0.01%
62
415
$9K ﹤0.01%
431
416
$9K ﹤0.01%
+168
417
$9K ﹤0.01%
34
418
$9K ﹤0.01%
84
419
$9K ﹤0.01%
300
420
$8K ﹤0.01%
174
421
$8K ﹤0.01%
133
422
$8K ﹤0.01%
54
423
$7K ﹤0.01%
81
424
$7K ﹤0.01%
229
425
$7K ﹤0.01%
167