CAL

Capital Advisors Ltd Portfolio holdings

AUM $811M
This Quarter Return
-3.12%
1 Year Return
+12.16%
3 Year Return
+48.52%
5 Year Return
+80.47%
10 Year Return
+144.22%
AUM
$759M
AUM Growth
-$34.2M
Cap. Flow
-$4.59M
Cap. Flow %
-0.6%
Top 10 Hldgs %
40.79%
Holding
1,637
New
100
Increased
324
Reduced
353
Closed
129
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$4K﹤0.01% 33
+9
+38%
+$1.09K
$4K﹤0.01% 31
-10
-24%
-$1.29K
$4K﹤0.01% 80
$4K﹤0.01% 118
-378
-76%
-$12.8K
$4K﹤0.01% 679
$4K﹤0.01% 56
$4K﹤0.01% 108
-26
-19%
-$963
$4K﹤0.01% 167
$4K﹤0.01% 35
-11
-24%
-$1.26K
$4K﹤0.01% 30
-4
-12%
-$533
$4K﹤0.01% 122
+8
+7%
+$262
$4K﹤0.01% 64
$4K﹤0.01% 278
+4
+1%
+$58
$4K﹤0.01% 43
$4K﹤0.01% 202
+9
+5%
+$178
$3K﹤0.01%
+69
New
+$3K
$3K﹤0.01% 53
$3K﹤0.01%
+136
New
+$3K
$3K﹤0.01%
+45
New
+$3K
$3K﹤0.01% 45
$3K﹤0.01% 56
$3K﹤0.01% 20
+10
+100%
+$1.5K
$3K﹤0.01% 98
$3K﹤0.01% 62
-11
-15%
-$532
$3K﹤0.01% 48
-1
-2%
-$63