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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
1076
$2K ﹤0.01%
110
+19
1077
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3
1078
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17
1079
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21
1080
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19
+2
1081
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21
1082
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29
1083
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31
-76
1084
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1085
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6
1086
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16
1087
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136
1088
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7
1089
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23
-4
1090
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24
1091
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1092
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+265
1093
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+43
1094
$2K ﹤0.01%
14
1095
$2K ﹤0.01%
41
1096
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230
1097
$2K ﹤0.01%
28
1098
$2K ﹤0.01%
136
1099
$2K ﹤0.01%
15
1100
$2K ﹤0.01%
71
-11
42 43
44
45 46