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
$514M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,647
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.57%
2 Consumer Discretionary 2.31%
3 Industrials 1.49%
4 Healthcare 1.36%
5 Financials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$8K ﹤0.01%
27
577
$8K ﹤0.01%
917
+150
578
$8K ﹤0.01%
300
579
$7K ﹤0.01%
12
+3
580
$7K ﹤0.01%
36
+25
581
$7K ﹤0.01%
209
+120
582
$7K ﹤0.01%
47
+37
583
$7K ﹤0.01%
39
+27
584
$7K ﹤0.01%
150
+90
585
$7K ﹤0.01%
49
+16
586
$7K ﹤0.01%
204
+30
587
$7K ﹤0.01%
12
+9
588
$7K ﹤0.01%
21
+13
589
$7K ﹤0.01%
84
590
$7K ﹤0.01%
226
-11
591
$7K ﹤0.01%
+45
592
$6K ﹤0.01%
+69
593
$6K ﹤0.01%
176
+161
594
$6K ﹤0.01%
+25
595
$6K ﹤0.01%
3
+1
596
$6K ﹤0.01%
190
+138
597
$6K ﹤0.01%
104
+81
598
$6K ﹤0.01%
43
+36
599
$6K ﹤0.01%
+49
600
$6K ﹤0.01%
21
+13