CAL

Capital Advisors Ltd Portfolio holdings

AUM $887M
1-Year Est. Return 13.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$557M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1 +$5.01M
2 +$1.16M
3 +$889K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$837K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$498K

Sector Composition

1 Consumer Discretionary 5.57%
2 Technology 1.98%
3 Industrials 1.21%
4 Financials 0.83%
5 Healthcare 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$8K ﹤0.01%
32
427
$8K ﹤0.01%
175
428
$7K ﹤0.01%
229
429
$7K ﹤0.01%
167
430
$7K ﹤0.01%
97
431
$7K ﹤0.01%
108
432
$7K ﹤0.01%
118
433
$7K ﹤0.01%
98
434
$7K ﹤0.01%
800
435
$7K ﹤0.01%
900
436
$7K ﹤0.01%
217
437
$7K ﹤0.01%
287
438
$7K ﹤0.01%
209
439
$6K ﹤0.01%
17
440
$6K ﹤0.01%
186
441
$6K ﹤0.01%
96
442
$6K ﹤0.01%
63
443
$6K ﹤0.01%
175
444
$6K ﹤0.01%
112
445
$6K ﹤0.01%
191
446
$6K ﹤0.01%
202
+1
447
$6K ﹤0.01%
149
448
$6K ﹤0.01%
149
449
$6K ﹤0.01%
251
450
$6K ﹤0.01%
+203