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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
501
$44K 0.01%
1,648
502
$44K 0.01%
851
503
$44K 0.01%
436
504
$43K ﹤0.01%
333
-33
505
$43K ﹤0.01%
166
+1
506
$43K ﹤0.01%
470
-63
507
$43K ﹤0.01%
1,290
-425
508
$42K ﹤0.01%
1,036
+11
509
$42K ﹤0.01%
91
510
$42K ﹤0.01%
885
511
$42K ﹤0.01%
141
512
$42K ﹤0.01%
290
513
$42K ﹤0.01%
382
514
$42K ﹤0.01%
1,305
+2
515
$42K ﹤0.01%
158
516
$41K ﹤0.01%
315
517
$41K ﹤0.01%
582
+1
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$41K ﹤0.01%
225
519
$41K ﹤0.01%
666
520
$41K ﹤0.01%
563
521
$41K ﹤0.01%
604
522
$41K ﹤0.01%
542
523
$40K ﹤0.01%
255
524
$40K ﹤0.01%
888
525
$40K ﹤0.01%
361
+1
19 20
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