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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
401
$81K 0.01%
1,232
402
$81K 0.01%
1,666
403
$81K 0.01%
1,061
404
$80K 0.01%
65
405
$80K 0.01%
334
406
$79K 0.01%
2,098
-5
407
$78K 0.01%
186
408
$77K 0.01%
2,798
409
$77K 0.01%
317
410
$76K 0.01%
613
-4
411
$76K 0.01%
415
412
$76K 0.01%
272
413
$75K 0.01%
609
+24
414
$75K 0.01%
253
415
$75K 0.01%
652
+2
416
$74K 0.01%
162
417
$74K 0.01%
849
+36
418
$73K 0.01%
243
+2
419
$73K 0.01%
124
420
$73K 0.01%
361
421
$72K 0.01%
220
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422
$72K 0.01%
548
423
$72K 0.01%
2,088
+7
424
$72K 0.01%
498
+5
425
$71K 0.01%
468
+1
15 16
17
18 19