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
601
$6K ﹤0.01%
144
+48
602
$6K ﹤0.01%
530
+161
603
$6K ﹤0.01%
185
+48
604
$6K ﹤0.01%
38
605
$6K ﹤0.01%
125
606
$6K ﹤0.01%
351
+230
607
$6K ﹤0.01%
36
+28
608
$6K ﹤0.01%
18
+14
609
$6K ﹤0.01%
132
+72
610
$6K ﹤0.01%
176
611
$6K ﹤0.01%
51
+21
612
$6K ﹤0.01%
75
613
$6K ﹤0.01%
22
614
$6K ﹤0.01%
48
-6
615
$6K ﹤0.01%
+134
616
$5K ﹤0.01%
+176
617
$5K ﹤0.01%
18
+1
618
$5K ﹤0.01%
33
+10
619
$5K ﹤0.01%
78
+51
620
$5K ﹤0.01%
+79
621
$5K ﹤0.01%
100
+67
622
$5K ﹤0.01%
514
+211
623
$5K ﹤0.01%
90
+66
624
$5K ﹤0.01%
186
625
$5K ﹤0.01%
+86