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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
701
$16K ﹤0.01%
1,651
+4
702
$16K ﹤0.01%
226
703
$15K ﹤0.01%
192
-3
704
$15K ﹤0.01%
81
+71
705
$15K ﹤0.01%
153
706
$15K ﹤0.01%
515
707
$15K ﹤0.01%
344
-23
708
$15K ﹤0.01%
2,000
709
$15K ﹤0.01%
199
710
$15K ﹤0.01%
27
711
$15K ﹤0.01%
1,410
712
$15K ﹤0.01%
96
713
$15K ﹤0.01%
+827
714
$15K ﹤0.01%
97
715
$15K ﹤0.01%
175
716
$15K ﹤0.01%
1,418
717
$14K ﹤0.01%
1,286
+377
718
$14K ﹤0.01%
196
719
$14K ﹤0.01%
413
720
$14K ﹤0.01%
285
721
$14K ﹤0.01%
52
722
$14K ﹤0.01%
503
723
$14K ﹤0.01%
294
724
$14K ﹤0.01%
100
725
$14K ﹤0.01%
137
27 28
29
30 31