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
$392M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Sells

1 +$10.9M
2 +$5.64M
3 +$1.3M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.17M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.11M

Sector Composition

1 Technology 1.51%
2 Industrials 1.45%
3 Healthcare 1.19%
4 Financials 0.93%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
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$0 ﹤0.01%
4
429
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430
$0 ﹤0.01%
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-166
431
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435
$0 ﹤0.01%
6
436
$0 ﹤0.01%
4
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0
438
$0 ﹤0.01%
2