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CAL

Capital Advisors Ltd Portfolio holdings

AUM $880M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$885M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,584
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$7.16M
3
+$2.42M
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$967K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$902K

Top Sells

1
+$649K
2
+$617K
3
+$428K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$209K
5
VTV icon
Vanguard Value ETF
VTV
+$173K

Sector Composition

1 Technology 4.64%
2 Consumer Discretionary 4.56%
3 Financials 2.01%
4 Industrials 1.59%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$70K 0.01%
1,753
427
$69K 0.01%
309
428
$68K 0.01%
237
-27
429
$68K 0.01%
1,473
430
$66K 0.01%
1,423
431
$66K 0.01%
3,846
+72
432
$66K 0.01%
4,400
433
$65K 0.01%
1,062
434
$65K 0.01%
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435
$65K 0.01%
903
436
$64K 0.01%
343
437
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819
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438
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439
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440
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433
441
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442
$61K 0.01%
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443
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$60K 0.01%
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$60K 0.01%
404
447
$59K 0.01%
211
448
$59K 0.01%
720
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449
$59K 0.01%
139
450
$58K 0.01%
851
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