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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
551
$35K ﹤0.01%
238
-10
552
$34K ﹤0.01%
108
553
$34K ﹤0.01%
1,210
554
$34K ﹤0.01%
744
555
$34K ﹤0.01%
12,352
556
$33K ﹤0.01%
1,030
557
$33K ﹤0.01%
128
558
$33K ﹤0.01%
370
559
$33K ﹤0.01%
826
560
$33K ﹤0.01%
525
561
$32K ﹤0.01%
232
+52
562
$32K ﹤0.01%
314
563
$32K ﹤0.01%
192
564
$32K ﹤0.01%
328
+164
565
$31K ﹤0.01%
119
566
$31K ﹤0.01%
676
567
$31K ﹤0.01%
252
+44
568
$31K ﹤0.01%
1,172
-1,126
569
$31K ﹤0.01%
1,134
570
$31K ﹤0.01%
1,585
-25
571
$31K ﹤0.01%
213
572
$30K ﹤0.01%
731
573
$30K ﹤0.01%
602
+348
574
$29K ﹤0.01%
531
+248
575
$29K ﹤0.01%
681
21 22
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