CAL

Capital Advisors Ltd Portfolio holdings

AUM $887M
1-Year Est. Return 13.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.45%
2 Healthcare 1.22%
3 Industrials 1.05%
4 Financials 0.65%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$8K ﹤0.01%
369
-3,622
427
$8K ﹤0.01%
123
428
$7K ﹤0.01%
+212
429
$7K ﹤0.01%
45
430
$7K ﹤0.01%
110
+1
431
$7K ﹤0.01%
158
432
$7K ﹤0.01%
243
433
$7K ﹤0.01%
+112
434
$7K ﹤0.01%
300
435
$7K ﹤0.01%
200
436
$6K ﹤0.01%
136
437
$6K ﹤0.01%
17
438
$6K ﹤0.01%
68
439
$6K ﹤0.01%
58
440
$6K ﹤0.01%
+1,230
441
$6K ﹤0.01%
+144
442
$6K ﹤0.01%
204
+1
443
$6K ﹤0.01%
800
444
$6K ﹤0.01%
34
445
$6K ﹤0.01%
60
446
$6K ﹤0.01%
201
447
$6K ﹤0.01%
160
448
$6K ﹤0.01%
456
449
$5K ﹤0.01%
116
450
$5K ﹤0.01%
63