CAL

Capital Advisors Ltd Portfolio holdings

AUM $811M
This Quarter Return
-3.12%
1 Year Return
+12.16%
3 Year Return
+48.52%
5 Year Return
+80.47%
10 Year Return
+144.22%
AUM
$759M
AUM Growth
-$34.2M
Cap. Flow
-$4.59M
Cap. Flow %
-0.6%
Top 10 Hldgs %
40.79%
Holding
1,637
New
100
Increased
324
Reduced
353
Closed
129
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$16K﹤0.01% 647
$16K﹤0.01% 231
$16K﹤0.01% 750
$16K﹤0.01% 174
$16K﹤0.01% 89
$16K﹤0.01% 671
$16K﹤0.01% 258
$16K﹤0.01% 323
+18
+6%
+$892
$16K﹤0.01% 482
$16K﹤0.01% 211
$16K﹤0.01% 91
$16K﹤0.01% 137
$16K﹤0.01% 235
+5
+2%
+$340
$16K﹤0.01% 52
+4
+8%
+$1.23K
$15K﹤0.01% 87
$15K﹤0.01% 385
$15K﹤0.01% 625
$15K﹤0.01% 433
-66
-13%
-$2.29K
$15K﹤0.01% 58
$15K﹤0.01% 770
+720
+1,440%
+$14K
$15K﹤0.01% 645
$15K﹤0.01% 1,418
$15K﹤0.01% 1,062
$15K﹤0.01% 132
-24
-15%
-$2.73K
$15K﹤0.01% 1,821
-78
-4%
-$643