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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
626
$22K ﹤0.01%
304
627
$22K ﹤0.01%
369
628
$22K ﹤0.01%
642
629
$22K ﹤0.01%
403
630
$22K ﹤0.01%
167
631
$21K ﹤0.01%
5
632
$21K ﹤0.01%
2,327
+48
633
$21K ﹤0.01%
211
-6
634
$21K ﹤0.01%
231
635
$21K ﹤0.01%
229
636
$21K ﹤0.01%
482
637
$21K ﹤0.01%
187
638
$21K ﹤0.01%
54
639
$21K ﹤0.01%
+1,245
640
$20K ﹤0.01%
213
+15
641
$20K ﹤0.01%
458
642
$20K ﹤0.01%
160
+95
643
$20K ﹤0.01%
750
644
$20K ﹤0.01%
285
645
$20K ﹤0.01%
198
646
$20K ﹤0.01%
206
647
$20K ﹤0.01%
355
648
$20K ﹤0.01%
211
649
$20K ﹤0.01%
154
650
$20K ﹤0.01%
50
+2
24 25
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