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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
726
$14K ﹤0.01%
200
727
$14K ﹤0.01%
45
728
$14K ﹤0.01%
70
729
$14K ﹤0.01%
317
+97
730
$14K ﹤0.01%
330
731
$14K ﹤0.01%
406
732
$14K ﹤0.01%
234
733
$14K ﹤0.01%
117
734
$14K ﹤0.01%
77
735
$14K ﹤0.01%
498
736
$13K ﹤0.01%
508
+448
737
$13K ﹤0.01%
1,622
738
$13K ﹤0.01%
59
739
$13K ﹤0.01%
886
740
$13K ﹤0.01%
274
+3
741
$13K ﹤0.01%
38
742
$13K ﹤0.01%
77
743
$13K ﹤0.01%
482
744
$13K ﹤0.01%
101
745
$13K ﹤0.01%
180
746
$13K ﹤0.01%
243
747
$13K ﹤0.01%
1,108
748
$13K ﹤0.01%
289
+7
749
$13K ﹤0.01%
536
750
$13K ﹤0.01%
574
28 29
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