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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
601
$25K ﹤0.01%
78
602
$25K ﹤0.01%
1,909
-1
603
$25K ﹤0.01%
718
604
$25K ﹤0.01%
1,361
+681
605
$25K ﹤0.01%
89
+2
606
$25K ﹤0.01%
399
607
$25K ﹤0.01%
174
608
$25K ﹤0.01%
1,335
+525
609
$25K ﹤0.01%
5,000
610
$24K ﹤0.01%
182
611
$24K ﹤0.01%
50
612
$24K ﹤0.01%
159
613
$24K ﹤0.01%
98
+85
614
$24K ﹤0.01%
273
-65
615
$24K ﹤0.01%
378
-15
616
$23K ﹤0.01%
161
617
$23K ﹤0.01%
113
618
$23K ﹤0.01%
252
+1
619
$23K ﹤0.01%
748
620
$23K ﹤0.01%
426
621
$23K ﹤0.01%
664
622
$23K ﹤0.01%
112
-6
623
$23K ﹤0.01%
223
624
$23K ﹤0.01%
207
625
$23K ﹤0.01%
279
+253
23 24
25
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