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
751
$1K ﹤0.01%
+8
752
$1K ﹤0.01%
+16
753
$1K ﹤0.01%
+16
754
$1K ﹤0.01%
+3
755
$1K ﹤0.01%
+11
756
$1K ﹤0.01%
+3
757
$1K ﹤0.01%
+3
758
$1K ﹤0.01%
+24
759
$1K ﹤0.01%
+21
760
$1K ﹤0.01%
+4
761
$1K ﹤0.01%
+24
762
$1K ﹤0.01%
+8
763
$1K ﹤0.01%
+4
764
$1K ﹤0.01%
+22
765
$1K ﹤0.01%
+5
766
$1K ﹤0.01%
+5
767
$1K ﹤0.01%
+8
768
$1K ﹤0.01%
+7
769
$1K ﹤0.01%
+10
770
$1K ﹤0.01%
+20
771
$1K ﹤0.01%
+2
772
$1K ﹤0.01%
+16
773
$1K ﹤0.01%
+9
774
$1K ﹤0.01%
+6
775
$1K ﹤0.01%
+5