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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
901
$6K ﹤0.01%
29
902
$6K ﹤0.01%
77
903
$6K ﹤0.01%
35
904
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154
905
$6K ﹤0.01%
22
-39
906
$6K ﹤0.01%
38
907
$6K ﹤0.01%
97
908
$5K ﹤0.01%
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909
$5K ﹤0.01%
18
910
$5K ﹤0.01%
186
911
$5K ﹤0.01%
38
912
$5K ﹤0.01%
270
+1
913
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914
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56
915
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916
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238
+23
917
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200
918
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72
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919
$5K ﹤0.01%
84
920
$5K ﹤0.01%
200
921
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55
922
$5K ﹤0.01%
159
+44
923
$5K ﹤0.01%
19
924
$5K ﹤0.01%
6
925
$5K ﹤0.01%
38
35 36
37
38 39