CAL
Capital Advisors Ltd Portfolio holdings
AUM
$811M
This Quarter Return
+1.52%
1 Year Return
+12.16%
3 Year Return
+48.52%
5 Year Return
+80.47%
10 Year Return
+144.22%
AUM
$170M
AUM Growth
+$170M
(+13%)
Cap. Flow
+$17.5M
Cap. Flow
% of AUM
10.27%
Top 10 Holdings %
Top 10 Hldgs %
50.44%
Holding
353
New
37
Increased
90
Reduced
27
Closed
6
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.68M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.09M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$797K |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$743K |
| 5 |
Invesco High Yield Equity Dividend Achievers ETF
PEY
|
$567K |
Top Sells
Sector Composition
| 1 | Energy | 2.13% |
| 2 | Healthcare | 1.07% |
| 3 | Consumer Staples | 0.93% |
| 4 | Technology | 0.93% |
| 5 | Real Estate | 0.77% |
