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
$620M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Sells

1 +$25.6M
2 +$1.09M
3 +$650K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$454K
5
TSLA icon
Tesla
TSLA
+$347K

Sector Composition

1 Technology 2.81%
2 Industrials 1.43%
3 Financials 1.18%
4 Healthcare 1.16%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$1K ﹤0.01%
+277
652
$1K ﹤0.01%
+128
653
$1K ﹤0.01%
+37
654
$1K ﹤0.01%
+6
655
$1K ﹤0.01%
+3
656
$1K ﹤0.01%
+51
657
$1K ﹤0.01%
+31
658
$1K ﹤0.01%
+19
659
$1K ﹤0.01%
+1
660
$1K ﹤0.01%
+2
661
$1K ﹤0.01%
+56
662
$1K ﹤0.01%
+5
663
$1K ﹤0.01%
+6
664
$1K ﹤0.01%
31
-569
665
$1K ﹤0.01%
+3
666
$1K ﹤0.01%
+3
667
$1K ﹤0.01%
+19
668
$1K ﹤0.01%
+2
669
$1K ﹤0.01%
+4
670
$1K ﹤0.01%
+9
671
$1K ﹤0.01%
+1
672
$1K ﹤0.01%
+7
673
$1K ﹤0.01%
+12
674
$1K ﹤0.01%
+1
675
$1K ﹤0.01%
7
-131