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
426
$7K ﹤0.01%
118
427
$7K ﹤0.01%
+98
428
$7K ﹤0.01%
84
429
$7K ﹤0.01%
800
430
$7K ﹤0.01%
900
431
$7K ﹤0.01%
+287
432
$7K ﹤0.01%
+32
433
$7K ﹤0.01%
175
434
$6K ﹤0.01%
186
435
$6K ﹤0.01%
96
436
$6K ﹤0.01%
63
437
$6K ﹤0.01%
+191
438
$6K ﹤0.01%
97
439
$6K ﹤0.01%
201
+2
440
$6K ﹤0.01%
108
-1,152
441
$6K ﹤0.01%
149
442
$6K ﹤0.01%
+149
443
$6K ﹤0.01%
217
444
$6K ﹤0.01%
209
445
$5K ﹤0.01%
72
446
$5K ﹤0.01%
53
447
$5K ﹤0.01%
17
448
$5K ﹤0.01%
40
449
$5K ﹤0.01%
175
450
$5K ﹤0.01%
+112