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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
751
$13K ﹤0.01%
212
752
$12K ﹤0.01%
38
+19
753
$12K ﹤0.01%
309
+42
754
$12K ﹤0.01%
531
755
$12K ﹤0.01%
21
756
$12K ﹤0.01%
361
-16
757
$12K ﹤0.01%
502
-361
758
$12K ﹤0.01%
798
759
$12K ﹤0.01%
248
760
$12K ﹤0.01%
191
761
$12K ﹤0.01%
+1,288
762
$12K ﹤0.01%
144
763
$12K ﹤0.01%
900
764
$12K ﹤0.01%
82
765
$12K ﹤0.01%
233
766
$12K ﹤0.01%
51
-24
767
$12K ﹤0.01%
398
768
$12K ﹤0.01%
219
769
$12K ﹤0.01%
91
770
$11K ﹤0.01%
106
771
$11K ﹤0.01%
224
772
$11K ﹤0.01%
279
773
$11K ﹤0.01%
154
774
$11K ﹤0.01%
67
775
$11K ﹤0.01%
162
29 30
31
32 33