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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
801
$10K ﹤0.01%
298
+1
802
$10K ﹤0.01%
318
803
$10K ﹤0.01%
155
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804
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786
-64
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$10K ﹤0.01%
229
806
$10K ﹤0.01%
+17
807
$10K ﹤0.01%
71
808
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33
809
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90
810
$10K ﹤0.01%
47
811
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46
812
$10K ﹤0.01%
40
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$10K ﹤0.01%
365
814
$10K ﹤0.01%
308
815
$10K ﹤0.01%
133
816
$9K ﹤0.01%
71
817
$9K ﹤0.01%
85
818
$9K ﹤0.01%
164
819
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34
820
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192
-66
821
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126
+22
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$9K ﹤0.01%
40
823
$9K ﹤0.01%
54
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824
$9K ﹤0.01%
288
+271
825
$9K ﹤0.01%
113
31 32
33
34 35