CAL

Capital Advisors Ltd Portfolio holdings

AUM $887M
1-Year Est. Return 13.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$793M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,642
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 5.55%
2 Technology 4.05%
3 Financials 1.94%
4 Industrials 1.54%
5 Healthcare 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$7K ﹤0.01%
885
877
$7K ﹤0.01%
306
878
$7K ﹤0.01%
267
879
$7K ﹤0.01%
12
880
$7K ﹤0.01%
68
881
$7K ﹤0.01%
679
882
$7K ﹤0.01%
53
+29
883
$7K ﹤0.01%
224
884
$7K ﹤0.01%
118
-42
885
$7K ﹤0.01%
164
+104
886
$7K ﹤0.01%
281
887
$7K ﹤0.01%
249
888
$7K ﹤0.01%
31
889
$7K ﹤0.01%
160
890
$7K ﹤0.01%
+269
891
$7K ﹤0.01%
193
892
$7K ﹤0.01%
391
893
$6K ﹤0.01%
+192
894
$6K ﹤0.01%
800
895
$6K ﹤0.01%
134
896
$6K ﹤0.01%
82
897
$6K ﹤0.01%
46
898
$6K ﹤0.01%
70
+23
899
$6K ﹤0.01%
150
+91
900
$6K ﹤0.01%
174