We are live on ! Find out more
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
826
$9K ﹤0.01%
29
827
$9K ﹤0.01%
228
828
$9K ﹤0.01%
50
829
$9K ﹤0.01%
106
830
$9K ﹤0.01%
305
831
$9K ﹤0.01%
+138
832
$9K ﹤0.01%
1,500
833
$9K ﹤0.01%
64
834
$9K ﹤0.01%
191
835
$9K ﹤0.01%
424
836
$8K ﹤0.01%
93
+21
837
$8K ﹤0.01%
115
-77
838
$8K ﹤0.01%
39
839
$8K ﹤0.01%
70
840
$8K ﹤0.01%
201
841
$8K ﹤0.01%
215
842
$8K ﹤0.01%
244
+234
843
$8K ﹤0.01%
380
844
$8K ﹤0.01%
8
845
$8K ﹤0.01%
40
+6
846
$8K ﹤0.01%
45
847
$8K ﹤0.01%
224
848
$8K ﹤0.01%
212
849
$8K ﹤0.01%
134
850
$8K ﹤0.01%
288
32 33
34
35 36