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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
926
$5K ﹤0.01%
108
927
$5K ﹤0.01%
249
928
$5K ﹤0.01%
437
+329
929
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31
930
$5K ﹤0.01%
52
-6
931
$5K ﹤0.01%
63
+32
932
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933
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934
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53
935
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936
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64
937
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13
+11
938
$5K ﹤0.01%
159
939
$5K ﹤0.01%
17
940
$5K ﹤0.01%
124
941
$4K ﹤0.01%
17
942
$4K ﹤0.01%
81
943
$4K ﹤0.01%
137
944
$4K ﹤0.01%
54
+34
945
$4K ﹤0.01%
30
946
$4K ﹤0.01%
69
947
$4K ﹤0.01%
2,157
948
$4K ﹤0.01%
60
949
$4K ﹤0.01%
335
+113
950
$4K ﹤0.01%
149
+4
36 37
38
39 40