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
$3K﹤0.01% 291
+48
+20%
+$495
$3K﹤0.01% 27
$3K﹤0.01% 598
$3K﹤0.01% 32
$3K﹤0.01% 115
-13
-10%
-$339
$3K﹤0.01% 57
$3K﹤0.01% 47
-23
-33%
-$1.47K
$3K﹤0.01%
+75
New
+$3K
$3K﹤0.01% 83
+5
+6%
+$181
$3K﹤0.01% 36
-4
-10%
-$333
$3K﹤0.01% 47
$3K﹤0.01% 327
$3K﹤0.01% 80
+7
+10%
+$263
$3K﹤0.01% 76
$3K﹤0.01% 34
$3K﹤0.01% 38
$3K﹤0.01% 50
$3K﹤0.01% 580
$3K﹤0.01% 87
+19
+28%
+$655
$3K﹤0.01% 500
$3K﹤0.01% 75
$2K﹤0.01% 186
$2K﹤0.01% 75
-15
-17%
-$400
$2K﹤0.01% 12
-11
-48%
-$1.83K
$2K﹤0.01% 43
-39
-48%
-$1.81K