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
$620M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Sells

1 +$25.6M
2 +$1.04M
3 +$646K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$426K
5
TSLA icon
Tesla
TSLA
+$331K

Sector Composition

1 Technology 2.81%
2 Industrials 1.43%
3 Financials 1.18%
4 Healthcare 1.16%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$7K ﹤0.01%
+116
552
$7K ﹤0.01%
250
+33
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81
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560
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561
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26
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566
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567
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569
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+51
570
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63
571
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112
572
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+105
573
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574
$5K ﹤0.01%
800
575
$5K ﹤0.01%
149