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

Top Sells

1 +$25.6M
2 +$1.09M
3 +$650K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$454K
5
TSLA icon
Tesla
TSLA
+$347K

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%
+115
552
$7K ﹤0.01%
250
+33
553
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81
554
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134
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558
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+93
559
$6K ﹤0.01%
+1
560
$6K ﹤0.01%
287
561
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$6K ﹤0.01%
251
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$5K ﹤0.01%
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26
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566
$5K ﹤0.01%
+186
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569
$5K ﹤0.01%
63
570
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112
571
$5K ﹤0.01%
+105
572
$5K ﹤0.01%
+97
573
$5K ﹤0.01%
800
574
$5K ﹤0.01%
149
575
$5K ﹤0.01%
149