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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
1026
$3K ﹤0.01%
29
1027
$3K ﹤0.01%
43
1028
$3K ﹤0.01%
+87
1029
$3K ﹤0.01%
24
-65
1030
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24
1031
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1032
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2,000
1033
$3K ﹤0.01%
44
1034
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183
1035
$3K ﹤0.01%
175
+117
1036
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13
1037
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38
1038
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1039
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10
1040
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46
-96
1041
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1043
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135
1044
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71
1045
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34
-1
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9
1047
$2K ﹤0.01%
157
1048
$2K ﹤0.01%
19
-39
1049
$2K ﹤0.01%
65
1050
$2K ﹤0.01%
26
40 41
42
43 44