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
$560M
AUM Growth
+$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1 +$803K
2 +$690K
3 +$559K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$468K
5
ADI icon
Analog Devices
ADI
+$451K

Sector Composition

1 Consumer Discretionary 5.33%
2 Technology 2.23%
3 Industrials 1.3%
4 Healthcare 1%
5 Financials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$7K ﹤0.01%
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75
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$4K ﹤0.01%
68