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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
776
$11K ﹤0.01%
266
+181
777
$11K ﹤0.01%
224
778
$11K ﹤0.01%
149
779
$11K ﹤0.01%
143
780
$11K ﹤0.01%
318
-113
781
$11K ﹤0.01%
113
782
$11K ﹤0.01%
38
783
$11K ﹤0.01%
56
784
$11K ﹤0.01%
933
785
$11K ﹤0.01%
163
786
$11K ﹤0.01%
390
+12
787
$11K ﹤0.01%
881
+16
788
$11K ﹤0.01%
801
789
$11K ﹤0.01%
8
-5
790
$11K ﹤0.01%
520
791
$11K ﹤0.01%
456
+75
792
$11K ﹤0.01%
490
793
$10K ﹤0.01%
45
794
$10K ﹤0.01%
20
795
$10K ﹤0.01%
35
-60
796
$10K ﹤0.01%
531
797
$10K ﹤0.01%
600
-594
798
$10K ﹤0.01%
347
799
$10K ﹤0.01%
139
-11
800
$10K ﹤0.01%
112
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