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
$319M
AUM Growth
-$73.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$1.08M
3 +$1.02M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.02M
5
IYT icon
iShares US Transportation ETF
IYT
+$966K

Sector Composition

1 Technology 1.68%
2 Industrials 1.28%
3 Financials 0.98%
4 Healthcare 0.94%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$3K ﹤0.01%
248
427
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+379
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1,500
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434
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40
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800
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+1,000
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+4
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+259
448
$1K ﹤0.01%
+23
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49
+1
450
$1K ﹤0.01%
76