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
726
$1K ﹤0.01%
+4
727
$1K ﹤0.01%
+3
728
$1K ﹤0.01%
+41
729
$1K ﹤0.01%
+18
730
$1K ﹤0.01%
+6
731
$1K ﹤0.01%
+21
732
$1K ﹤0.01%
+9
733
$1K ﹤0.01%
+14
734
$1K ﹤0.01%
+5
735
$1K ﹤0.01%
33
736
$1K ﹤0.01%
66
737
$1K ﹤0.01%
+6
738
$1K ﹤0.01%
23
+16
739
$1K ﹤0.01%
+2
740
$1K ﹤0.01%
+4
741
$1K ﹤0.01%
+27
742
$1K ﹤0.01%
+3
743
$1K ﹤0.01%
+8
744
$1K ﹤0.01%
+8
745
$1K ﹤0.01%
+5
746
$1K ﹤0.01%
34
747
$1K ﹤0.01%
+27
748
$1K ﹤0.01%
+1
749
$1K ﹤0.01%
+4
750
$1K ﹤0.01%
+2