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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
851
$8K ﹤0.01%
357
852
$8K ﹤0.01%
173
+21
853
$8K ﹤0.01%
256
854
$7K ﹤0.01%
186
855
$7K ﹤0.01%
361
856
$7K ﹤0.01%
217
857
$7K ﹤0.01%
141
858
$7K ﹤0.01%
202
-140
859
$7K ﹤0.01%
637
860
$7K ﹤0.01%
42
861
$7K ﹤0.01%
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862
$7K ﹤0.01%
128
863
$7K ﹤0.01%
28
864
$7K ﹤0.01%
16
-11
865
$7K ﹤0.01%
95
866
$7K ﹤0.01%
+35
867
$7K ﹤0.01%
+263
868
$7K ﹤0.01%
160
869
$7K ﹤0.01%
359
870
$7K ﹤0.01%
94
-227
871
$7K ﹤0.01%
24
872
$7K ﹤0.01%
241
-218
873
$7K ﹤0.01%
97
+84
874
$7K ﹤0.01%
704
875
$7K ﹤0.01%
200
33 34
35
36 37